Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Cases are another primary Object/Building Block in the database. They may be old/closed cases or active/open cases. Cases can vary greatly--they may be a simple email chain back-and-forth, or they may be very complicated and span months.

Identifying Case Records

You will know you are on a Case record page when there is a pink briefcase and “Case” listed in the upper left-hand corner of the page.

...



Case Record Page Overview

The Case record page is made up many sections:

...

  1. Case Details:

  2. Case Type:

  3. Payroll Information:

  4. Additional Details:

  5. Requestor Information:

  6. Impacted Employee:

  7. Case Contacts:

  8. Transactions:

  9. Files:

  10. Emails:

  11. Case Notes:

  12. Tasks/Activities:

  13. System Information:

  14. Case History: