Cases
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Troubleshooting Case Access and Unavailable Actions
If a case, tab, or action is missing, check both access and case state before creating a replacement record. Case not found Confirm you are in the...
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Creating a Case from a Case Request
Use the request workflow when submitted intake needs review before becoming an active case. Review the request Open Case Requests and select the...
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Exporting Case Lists and Summaries
CaseWyze provides list exports and case-level summary tools for different purposes. Review the scope of the output before sharing it. Export a case...
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Working with Case Finances, Reports, and Email
A case brings operational records and permitted financial and communication tools into one place. Finances Use Finances for time, expenses, invoices,...
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Planning Case Work and Reviewing the Timeline
Activities describe work to do; updates document what happened. Use both to maintain a useful case history. Plan work Open the case's Activities tab....
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Managing Subjects, Updates, and Evidence on a Case
Use the case tabs to keep investigation information attached to the correct record. Subjects Open Subjects to add and manage the people, businesses,...
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Deleting a Case
Case deletion is permanent and cannot be undone. Use a completion, cancellation, or closed status when you need to retain the case history. Before...
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Reopening a Case and Understanding Related Cases
Reopening creates a new case instance. It does not simply unlock the original closed record. Reopen a case Open the case you intend to reopen. Select...
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Changing Case Status and Closing a Case
Case statuses show progress through your organization's workflow. Configured statuses are grouped into New, Open, Complete, and Closed categories....
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Managing Case Due Dates and Budgets
Due dates identify when case work is expected. Budgets track authorized hours or money and are separate from client payments. Set or change a due date...
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Managing Case Types and Services
A case type classifies the investigation and determines important defaults. Services describe the work being performed. Choose a case type Select the...
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Assigning Case Managers and Investigators
Case team assignments identify the people responsible for the case. They also contribute to case visibility for users whose access depends on...
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Editing Case Details, Clients, and Reference Fields
Keep the case's identifying information and instructions current. Editing requires the appropriate case permissions and an editable case status. Edit...
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Using the Case Detail Page
Open a case from the case list to see its details and related work. Start with Info for its main context. Case tabs Info: core details, client, due...
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Searching and Filtering Cases
Use the Cases list to find records by their identifying information and narrow the results to the work you need. Search for a case Open Cases or the...
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Saving, Resuming, and Cancelling a Case Draft
The new-case wizard keeps a draft while you prepare a case. A draft is not yet an approved case. Resume a draft Open Cases. Choose Draft Cases in the...
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Entering a New Case
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....
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What Are Cases?
A case is the central record for investigation work in CaseWyze. It brings the client, subjects, instructions, assignments, updates, scheduled work,...
