Create Case Assistant

[About Manage Case] [To Manage Case]

Usage

Use this assistant to create a new case to the call center.

In Step 1, you can choose the option Case or Case Issue to create a case. By selecting Case Issue, a case can be created in the same instance, using a predefined case issue along with entering customer, case information and contact details. If you select Case option, to create a case you should specify the customer, caller and the connected object and proceed to next steps.

In step 2, you need to enter case information such as the category, priority, severity etc. You are also able to add files as attachments.

In step 3, You can enter contact information details and click Finish to dispatch the case.

Case ID and the time span to attend to the case will be shown, if the case creation is successful.You can view case details through Case page by clicking on Case Details. You can also re-create a new case or visit the call center lobby clicking Create Case and Home as well.

 

Activity Diagrams

Create Case, Casual

Activities

Create Case