Add Case Content

To create a new case, see Global New for details. A case has the following components:

• • • Global Information
    • Details
    • People
    • Organizations
    • Documents
    • Participants
    • Notes
    • Tasks
    • References
    • History
    • Time
    • Cost
    • Tags
    • Calendar
    • Suggested Cases
    • Approval Routing
    • Case Actions

    Global Information

    The Global Information Bar of a Case is displayed while viewing any section of a case. You can edit the content shown in blue text.

    1. Click the blue text to edit the content.

    

    2. Clear the current content and type in the change.

    3. Click the  button to finalize the action.

    

    Details

    In the Expanded Treeview of the Browse Panel, click on the Case title or icon, or from the Navigation Icons Panel select the  icon to open the Details section.

    

    View and Update Details

    View Details

    1. In the Expanded Treeview of the Browse Panel, click on the Details section title or icon, or from the Navigation Icons Panel select the  icon to open the Details section.

    2. The free-form text space is available for edit.

    

    Tip: Hover over the icons to see their function.

    Edit Details

    1. Enter (or update) case details in the text space. The section provides a full set of tools for formatting text, adding hyperlinks, and attaching a variety of file types.

    2. When the entry is complete, click  .

    People

    View People

    In the Expanded Treeview of the Browse Panel, click on the People section title or icon, or from the Navigation Icons Panel select the  icon to open the People section.

    

    Add People

    1. To add a person, click the  button on the section title bar. The Add person window opens.

    

    Note: Required fields are outlined in red.

    2. To add a new Person, select the button where you can add a new person that isn’t currently in the system.

    

    3. Complete the required fields and any additional fields and click Save Person.

    Edit People

    To edit a person, click the button.

    Delete People

    To delete a person, click the button.

    Filter People

    You can filter people based on role, first or last name, organization, phone number, or location.

    To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.

    

    Organizations

    View an Organization

    In the Expanded Treeview of the Browse Panel, click on the Organization section title or icon, or from the Navigation Icons Panel select the  icon to open the Organization section.

    

    Add Organizations

    1. To add an organization, click the  button on the section title bar. The Add Organization window opens.

    

    Note: Required fields are outlined in red.

    2. To add a new Organization, select the  button where you can add a new organization that isn’t currently in the system.

    

    3. Complete the required fields and any additional fields and click Save Organization.

    Edit Organizations

    To edit an organization, click the button.

    Delete Organizations

    To delete an organization, click the button.

    Filter Organizations

    You can filter organizations based on role, organization, organization type, ID, primary contact, phone number, or location.

    To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.

    

    Documents

    Documents section

    The Documents section lets you add and manage case documents. For details on document management, see Manage Documents using Snowbound or Manage Documents using PDFTron.

    Participants

    View Participants

    1. In the Expanded Treeview of the Browse Panel, click on the Participants section title or icon, or from the Navigation Icons Panel select the  icon to open the Participants section.

    

    Add Participants

    1. To add a participant, click the  button on the section title bar. The Add Participant window opens.

    

    

    Note: Required fields are outlined in red.

    2. Complete the required fields and any additional fields and click Save.

    

    Edit Participants

    To edit a participant, click the button.

    Delete Participants

    To delete a participant, click the button.

    Filter Participants

    You can filter participants based on type or name.

    To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.

    

    Notes

    View Notes

    In the Expanded Treeview of the Browse Panel, click on the Notes section title or icon, or from the Navigation Icons Panel select the  icon to open the Notes section.

    

    Add Notes

    1. To add a note, click the button on the section title bar. The Add Note window opens.

    

    2. Complete your note and click Save.

    Edit Notes

    To edit a note, click the button.

    Delete Notes

    To delete a note, click the button.

    Tasks

    View Tasks

    In the Expanded Treeview of the Browse Panel, click on the Tasks section title or icon, or from the Navigation Icons Panel select the  icon to open the Tasks section.

    

    Add Tasks

    1. To add a task, click the button on the section title bar. The New Task window opens.

    

    Note: Required fields are outlined in red.

    2. Complete the required fields and any additional fields and click Save Task when finished.

    Edit Tasks

    To edit a task, click the button.

    Delete Tasks

    To delete a task, click the button.

    References

    View References

    In the Expanded Treeview of the Browse Panel, click on the References section title or icon, or from the Navigation Icons Panel select the  icon to open the References section.

    

    Add References

    1. To add a reference, click the  button on the section title bar. The Add Reference window opens.

    

    2. Search and select a reference.

    3. Click Add.

    Delete References

    To delete a reference, click the button.

    Filter References

    You can filter references based on reference number, title, type, assignee, date last modified, or status.

    To filter, click in a column’s filter+ box and type in the first 3 or more characters. The list of results will update automatically.

    

    History

    View History

    In the Expanded Treeview of the Browse Panel, click on the History section title or icon, or from the Navigation Icons Panel select the history icon to open the History section.

    

    Time

    View Time

    The Time section lists timesheets associated with the case. It will show the form name, user, and other related information.

    In the Expanded Treeview of the Browse Panel, click on the Time section title or icon, or from the Navigation Icons Panel select the  icon to open the Time section.

    

    Add Time Tracking

    1. To add a timesheet, click the  button on the section title bar. A Time Tracking window opens.

    

    2. Complete the required fields and any additional fields and click Save or Send for Approval .

    Edit Timesheet

    To edit a timesheet, click the button.

    Delete Timesheet

    To delete a timesheet, click the button.

    Filter Timesheet

    You can filter timesheets based on the form name, user, total hours, total cost, modified date, or timesheet status.

    To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.

    

    Cost

    View Cost

    The Cost section lists the costsheets associated with the case.

    In the Expanded Treeview of the Browse Panel, click on the Cost section title or icon, or from the Navigation Icons Panel select the  icon to open the Cost section.

    

    Add Cost

    1. To add a costsheet, click the  button on the section title bar. The Expenses window opens.

    

    2. Complete the required fields and any additional fields and click Save or Send for Approvald.

    Update Cost

    To edit a costsheet, click the button.

    Delete Cost

    To delete a costsheet, click the button.

    Filter Cost

    You can filter costsheets based on the form name, user, total cost, modified date, or costsheet status.

    To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.

    

    Tags

    View Tags

    The Tags section allows you to add tags to a case.

    In the Expanded Treeview of the Browse Panel, click on the Tags section title or icon, or from the Navigation Icons Panel select the  icon to open the Tags section.

    

    Add Tags

    1. To add a tag, click the  button on the section title bar. The tag window opens.

    

    2. Complete the fields and select Add Tag.

    Delete Tags

    To delete a tag, click the button.

    Filter Tags

    You can filter tags based on the tag, the date created, or the user who created it.

    To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.

    

    Calendar

  • Coming Soon
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    Suggested Cases

    View Suggested Cases

    The Suggested Cases section lists cases that may be related  to the current case. These suggestions are system-generated. You cannot add suggested cases.

    In the Expanded Treeview of the Browse Panel, click on the Suggested Cases section title or icon, or from the Navigation Icons Panel select the icon to open the Suggested Cases section.

    

    Approval Routing

    View Approval Routing

    The Approval Routing section lets you add and remove approvers as well as see a history of past reviewers.

    In the Expanded Treeview of the Browse Panel, click on the Approval Routing section title or icon, or from the Navigation Icons Panel select the  icon to open the Approval Routing section.

    

    Add Approvers

    1. To add an approver, click the  button on the section title bar. The New Future Task window opens.

    

    Note: Required fields are outlined in red.

    2. Complete the required fields and any additional fields and click Save .

    Delete Approvers

    To delete an approver, click the button.

    Initiate Approvers

    To initiate the approval workflow, click the Initiate button on the section title bar.
    Billing

    In the Expanded Treeview of the Browse Panel, click on the Billing section title or icon, or from the Navigation Icons Panel select the icon to open the Billing section.

    

    Add an Invoice

    1. Click +. The Add Billing Item window opens.

    

    2. Enter the required information and click Save.

    To generate an invoice, click Generate Invoice. An invoice is generated and added to the case documents.

     

    Case Actions

    Change Case Status

    Use the Change Case Status request form to close cases and to change the case status.

    • Close marks the case as completed and assigned a resolution
    • Active to identify the case as in-progress
    • Inactive to indicate no further action will be taken

    Completing the Change Case Status Form

    1. Click the Change Case Status button located above the case details.

    

    

    The Change Case Status form opens on a separate page.

    2. Add/change the information required for the status change.

    3. Click Save.

    Subscribe to a Case File

    Subscribe to a Case File

    In the Action Panel, click the  button to make available a list of all events related the Case File.  (Click Unsubscribe to cancel.)

    Merge Cases

    Merge Case Files

    In the Action Panel, click the to  merge the current case you are viewing with another case.

    Split Cases

     

    In the Action Panel, click the  to split the current case you are viewing into two separate cases.

    Claim a Case File

     

    In the Action Panel, click the  button to self-assign the (Click Unclaim to unassign.)

    Restrict a Case File

    In the Action Panel, check the  check box to restrict view and modification permissions to you (as assignee) and to designated members of the owning group.

    Send Email

    1. Click Send Email to open the Email window.

    

    2. Pick a template, add recipients, and enter text for the email.

    3. Click Send.