Add a Case by Using the Cases Dashboard

You can add a case by using the Cases (Cases 2.0) or Cases-Old (Cases 1.0) dashboard.

You can also add a Quick Case from the Cases dashboard (not the Cases-Old dashboard) with minimal data entry of required fields. You can return to the case record later and enter additional information as necessary. For more details on adding a Quick Case, refer to Adding a Quick Case.

To add a case:

  1. In the modules bar, select Cases or select Cases Module Old.

    A list of Cases displays.

  2. Click the Add button.

  3. Select a workspace in the Choose a Workspace field and click the GO button.

    Or

    Click (Jump) for a workspace in the Or select a Recent Workspace list.

    The Client Service Case: Add page displays.

  4. Update the information in the Case Assignment section as necessary.

  5. Click the Save button.

    Or

    Click the Save & New button.