Create a Case

The following provides instructions for creating a case in the Incident Management application. Only case managers and incident investigators have access to the Cases activity. 

To create a case:

  1. Log into a user account that's been added to the Case Manager user group.

  2. Click the dropdown in the nav bar Incident Management to display the Cases activity.The nav bar.
  3. Click Create Case.The Cases activity in the Incident Management application.
  4.  Click Case Name, then enter a name for the case. The Create a New Case form. 
  5. Click Description, then enter a description. 
  6. Click Case Focus, then begin typing keywords to display a list of available options, then click to select the appropriate case focus. A case focus can be a person or a location.
  7. Click Business Unit, then begin typing to display a list of available business units, then click to select. 
  8. Click Related Incidents and search for incidents that you want to include in this case. You can add additional incidents later, if needed. 
  9. Click Priority to display a list of options, then click to select. 
  10. Click Create to move the case into the Draft workflow stage. Transition the case to move it to the Open stage.