Overview
Select the Case Actions dropdown to see a list of available actions that can be taken on the case.
Start New Case
Select the Start New Case option from the Case Actions dropdown to begin a new case. It is important to note that if you select this option while already in a case, you will be navigated away from your current page.
To share a case, select the Share Case option from that case’s Case Actions dropdown. Hint: You can also select a case, or multiple cases, from the My Cases dashboard, then choose Share Case from the Case Actions dropdown in the top left. A list of all system users appears. Select all applicable users and click Share Case.
To unshare a case, select the Unshare Case option from that case’s Case Actions dropdown. Hint: You can also select a case, or multiple cases, from the My Cases dashboard, then choose Unshare Case from the Case Actions dropdown in the top left. A list of the agents that case was shared with displays. Select all applicable users from the Select column and click Unshare.
Transfer Case
To transfer a case, select the Transfer Case option from that case’s Case Actions dropdown. Hint: You can also select a case, or multiple cases, from the My Cases dashboard, then choose Transfer Case from the Case Actions dropdown in the top left. A list of available agents displays. Select the applicable agent, then click Transfer Case.
Delete Case
To delete a case, select the Delete Case option from that case’s Case Actions dropdown. Hint: You can also select a case, or multiple cases, from the My Cases dashboard, then choose Delete Case from the Case Actions dropdown in the top left. A new window displays to confirm that the case should be deleted. Note: The system is designed to purge cases that have no activity after 120 days automatically.
Duplicate Case
To duplicate a case, select the Duplicate Case option from that case’s Case Actions dropdown. Hint: You can also select a case, or multiple cases, from the My Cases dashboard, then choose Duplicate Case from the Case Actions dropdown in the top left. A confirmation message displays that the case(s) has been successfully duplicated. Information in the duplicated case can then be modified accordingly.
Import Case
Export Case