Once you have entered the details of your new client or selected an existing client, you must choose the appropriate case type.
From the Create Case menu on the right-hand side of the screen, click the Case Type dropdown menu and choose the appropriate case type from the list. Your list may only have a single option or multiple options depending on which team you work for.
Once you have selected the case type, you may want to complete the following fields:
Summary: This is a small text field that displays on your Case Listing screen to give you a brief overview of the case type or some key information you need to remember for this case. It can be left blank.
Reporting Authority: This field is mandatory for case, client and KPI reporting.
Referral Information: This should be used to record the information provided by the referral organisation or self-referral.
Risk Rating: This defaults to HIGH and should remain high until a risk assessment is completed.
Next Step: Save and Create Case