To practice creating a case as a Case Worker, log-in as such and then follow these steps:
- Navigate to Case Management - Case - Create.
- Select type and client for the case.
- Assign the case to yourself.
- Specify the process definition (optional): you do this when you allocate the case to yourself.
- Save the case.
Searching is now easier and more versatile than ever with the updated ChilliDB search pages for various modules, including Contacts, Organisations, and Notes. This includes the ability to build search
The new referred Case Worker will receive an Alert regarding this case referral. They will have to Accept or Decline this Case. - Log-in as the Case Worker the case has been referred to. - Check the a
