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:
Case Details: Basic case data like Case Owner, Contact Date, Date Closed, and Status
Case Type: Allows you to “categorize” the case with fields like Case Type and Subtype.
Payroll Information: This section conditionally displays based on the Case Type. Focuses on specific counts of payroll information that are used for reporting.
Additional Details: Additional case data.
Requestor Information: This section is automatically populated and just pulls in some of the Requestor’s information.
Impacted Employee: This section is automatically populated and just pulls in some of the Impacted Employee’s information. If there are multiple Impacted Employees, it just displays the count.
Case Contacts: These are the employees/people connected to the Case.
Transactions: These are the specific Transactions attached to the Case. They are either manually created/added, or they come in automatically from a spreadsheet upload.
Files:
Emails:
Case Notes:
Tasks/Activities:
System Information:
Case History: