How do I Create a New Case?

September 18, 2013 04:43am by Apptivo FAQ

Posted In: Cases
  
Tagged In: Creation Feature

Answered on October 3, 2016 12:03am by RAMKUMAR S

Cases App allows you to create a new case. It can be issue or which may be a feature requirement.

Steps to Create a Case

  1. Log in and access Cases App from your universal navigation menu bar. 
  2. Click on “Create ” button from left navigation panel. 
    Create Cases 
  3. Fill in the following details:
    • Case# - This is an auto generated or manually entered number to identify case. 
    • Type – Select a type from predefined list. 
    • Status – Select a status from predefined list. 
    • Priority – Select a priority from predefined list. 
    • Assigned To – Name of an employee. Search and select an existing employee. 
    • Summary – Summary about the case logged. 
    • Description – A short description about case. 
    • Item – search and select item which is related to a problem. 
    • Project – search and select project from the existing list. 
    • Need by Date – Date of case logged. 
    • Date resolved – Resolved date of a case.
    • Customer – Name of the customer. It may be an existing customer or newly created. 
    • Contact – Name of the contact. It may be an existing contact or newly created.
      Create
  4. Click on “Create” button to complete.
  5. You can view the created case as shown in the image below:
    Created Cases

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