Creating Case Templates

In IPRO Search, Case Managers can save cases to be used as templates. A Case Template captures the case data, including the tabs and tags created, and the search criteria applied. New cases can be created according to the criteria saved in the template. This can save time when the Case Manager needs to create several cases. A Case Manager can save a template for any other Case Manager to use.

You can also save a specific search by saving the search criteria in a search tab as template—see Creating Search Templates.