New Case is created by clicking the plus symbol in the upper right corner when you are on the homepage.
- Select a suitable name for your Case
- Select the type of Case you want to create, for example if it is a meeting or incident.
- Select Priority Level and Access Level
ADD A USER
You add users to your Case by clicking "User"
- If the User is not included in the Case, the user will be "unassigned", click the box to bring the user to the Case
- If the user is in the case, the box will instead control what role the user has, read more about roles HERE.
- You can change the role of the user for your Case by clicking the box and selecting a new role.
- Click "Done" to save changes
ADD GROUPS
You can also add Whole Groups to your Case.
- Enter "Groups" where you create your Case
- Select the group you want to add
- If the group is part of a group tree, you can choose whether to include all levels or only the selected one
- The group is added
- Click "Done" to save changes
To better understand groups and group trees, read Understand and Manage Groups ...
ADD DOCUMENTS
You can add official documents to your case by clicking on "files"
- Select document folder
- Click the plus sign to add
- Click "Apply" to save changes
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