Create New Case
Introduction
A Guide to Advanced Find, In this guide, we will explore the process of creating a new case using the Advanced Find feature, as well as the behavior of case field locks. To begin, follow these steps :
Steps to create a new case
1. Start by selecting the 'New Case' option.
2. Next, choose the case source from the dropdown menu.
3. Then, pick the relevant case type.
4. Move on to select the suitable case category.
5. To clarify, you can choose 'Community' as an example.
6. Proceed to pick the appropriate sub-category.
7. For instance, 'Facility Management' can be chosen.
8. Next, select a category type that suits your needs.
9. As an example, select 'Compound Over Crowded'.
10. Now, provide a brief case description.
11. Afterward, proceed by hitting the 'Create' button.
12. Your case, such as 'CAS-01162-K6C2N3 / Community' is now created.
13. At any point, you can modify the case status.
14. Please choose from 'Open, Closed, Pending, Rejected' as per your need.
15. The next step is to pick a suitable status reason.
16. As an instance, you can choose 'Comittee'.
17. Now, provide specific details for your status reason.
18. Once done, confirm all changes by hitting the 'Save' button.
19. After saving, click on 'OK' to proceed.
20. Your case can be assigned to a team member, start with selecting 'Assign'.
21. Then, decide whether the case is assigned to 'Me' or another member.
22. You could, for example, select the 'User or team' option.
23. If assigning to a member, use the search option to find the member.
24. Finally, confirm the assignment by clicking on 'Assign'.
By following these instructions, you will be able to create a new case using the Advanced Find feature and navigate the behavior of case field locks.
Sample for creating a new case