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Create a new Case Categorisation

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.


Note: This is essentially the name of the process you are undertaking - for this example, lets call it ‘Recruitment’.


- Navigate to System - Reference Data - Create and Maintain

- Add a new item to ‘Case Categorisation’

- Save the new item - this is the name of your Process Configuration

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