Creating cases can behave differently based on the type of user you are logged in as. Each user type’s available roles are explained in detail below. To be able to create cases, the user needs to have the "create case" user tickets assigned to them. This is controlled by your system administrator.
- Navigate to Case Management - Case - Create
- Select the Categorisation you created in 1. Process Configuration
- Add the necessary details.
- If logged in as the Case Manager, you can assign the case now.