Creating New Cases

When it is time to start work on a new case, you can create one in the Case Management view. The Case Info tab is where you enter basic information about the new case you are creating.

Once you have completed the fields on this tab, you must also select at least one location on the Locations & Custodians tab to conduct your search. A location is where the data you want to search is stored. You can also choose to complete the fields in the other tabs before saving your case. However, you can always edit your case at any time.

How to Create a New Case

  • On the Case Management dashboard, select the Case List tab and click New Case.
  • The New Case dialog box opens.
  • Fill in the parameters and information for the new case—see Case Info Tab.