How to set up Case Management

Create a Reporting Form

• Start by creating a form in the Forms module. (see How to create a form for step-by-step instructions.)
• Once the form is created, you can share its link on public platforms such as the university website, student portal, or clubs portal. This ensures that anyone who needs to report a case can easily access the form.

Accessing Case Management Forms

• To view all form templates that you created in the previous step:
  • Navigate to the Case Management page.
  • Scroll down to the table.
  • Select the All Cases tab.
  • Click on View Case Management Forms to see all available forms.