How to manage a case

The Case Management module provides a centralized table in the Case Management page where all cases are displayed. The table organizes cases into four categories based on their progress status. Each category offers specific actions you can perform directly from the table view.

Case Categories and Actions:

1. All Cases
   This tab displays all cases in the system. Available actions include:

   • Add a New Case: Create and log a new case.
   • View Case Management Forms: Access form templates for different case types
   • Export Table: Export the case data table for reporting or review.

2. New
   Shows newly submitted cases. Actions include:

   • Assign Priority: Set the urgency or importance of the case.
   • Assign to me: Claim responsibility for managing the case.

3. Under Investigation
   Displays cases currently under investigation. Actions include:

   • Assign Priority: Adjust the case's urgency if needed.

4. Closed
   Lists cases that have been investigated and resolved.

Viewing and Managing Specific Cases

To view more details about a case, locate it in the case table and click "View Case Details". From the case details page, you can perform the following actions:

• Edit: update case details
• Add Staff Note: document notes related to the investigation or case progress.
• Audit: review the action log to see the history of case updates.
• Download: save a copy of the case details to your device.
• Archive: archive the case submission
• Update time spent: log the amount of time spent investigating the case.
• Close this case: finalize and mark the case as resolved (only for cases under investigation).
• Reassign this case to me: Take ownership of a new case. This action only available to "New" cases.