Creating a Case Record

1. Search for a case.

   

2. If the correct case does not appear in the results of the case lookup, you can add a new case. Click New Case in the Actions group.

   • Clicking New Case opens a new case record in a new tab. Depending on your Default View Settings, either the new case record will open in the default case type view, or you will be prompted to select a Case Type to use in the creation of the new case record.
   • If a case record is currently open and New Case Same Type is clicked, a new case record opens in a new tab in the same displayed view and with the same Case Type as the existing case record. Note: The New Case Same Type action is disabled in some of the views.
3. Select or type all required and relevant data for each available field. Some fields may be required while others are not.
   Click for details.

   Field	Description
   Edit Title	This link allows you to manually edit the case title. Leave the Do not auto-update box selected to freeze the case title as you have typed it. Clear the box to allow the case title to be automatically set according to case title rules and updated according to changes to case data.
   Case Type	If this field has not been automatically populated, you may select the Case Type from the list.
   Status	Select the status from the list.
   Status Date	Type the status date or select the date from the drop-down calendar. The status of a case can change throughout the case. Each time the case status field changes, the status date also changes. JustWare keeps a history of case status changes, as well as the status dates. Tip: Case status history can be viewed and tracked in the Case Status History snap-in.
   Received Date	Type the received date or select the date from the drop-down calendar. Note: Each organization has a specific policy on using this field. Generally, the received date refers either to the date your organization received the case or the date that it was entered into JustWare.
   Agency Added By	Specify the Agency of the active user. This list is populated by the agencies listed in the Agency code table.

4. A primary involved person must be added in the Case Involved People snap-in before the session can be saved.  
   Note: If you were in a name session when you clicked New Case, your JustWare Administrator may have JustWare set up to take that person's name and automatically insert them as the primary involved person on the case.
   
   Tip: You can cancel changes and revert to a saved record by clicking the Esc button.
5. Save the session.

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