Case History
Introduction
Welcome to this guide on how to review the case history and associated attachments within the case management system. By following these steps, you will be able to access the relevant case history, track changes made to the case status, view case assignment history, apply filters to refine your search, and locate attachments related to the case. Additionally, we will cover how to view a specific attachment. Let's begin!
Steps to review the case history
1. Start by accessing the relevant case history.
2. Next, select the 'History & Timeline' tab.
3. Take note of the list of changes made to the case status.
4. Look for the individual case assignment history.
5. Utilize the available filter to narrow down your search parameters.
6. Locate all attachments associated with this case.
7. Finally, click on 'test attachment' to view it.