Use the new-case wizard to enter a case directly in CaseWyze. You need Add Cases and the supporting permissions required by the information you add.
Create the case
- Open Cases and select New Case.
- In Case Info, choose the case type first. Review the generated case number, client account and contact where applicable, description, reference fields, due date, and any required budget information.
- In Services, select the work the case requires.
- In Subjects, add at least one subject and designate a Primary Subject. The wizard uses the primary subject to set the case title.
- Use Updates to enter initial notes, Activities to plan work, and Attachments to add supporting materials as needed.
- Open Review and check the information across all steps.
- Select Approve & Create Case. Wait for confirmation and review the resulting case.
Before approving
Check the client and contact carefully, confirm the primary subject, and resolve any required-field or permission messages. Case type settings can require a due date or budget and limit services or subject types.
Finish later
The wizard uses a saved draft. Exit through its controls and resume that draft from Cases instead of starting a duplicate.