The Cases tab displays all cases that are in the system. This is the most commonly used page when you need to access a particular case

Sidebar Actions

Create a new case from the left Sidebar menu by clicking "Create new xxx".

Listviews

Cases

A list of summary information for all cases entered into the system. The information displayed may include:

  • Id # and name
  • Intake Type and Intake Date
  • Case status

You can apply filters to narrow down the Listview. You may access the details of any case by clicking the ID # or Name.


See Also: