Case Intake Page

The Case Intake page contains a series of panels that collects information specific to the case being created. It differs for every case type, but the Main panel always appears first and is usually followed by the Address panel. Other panels appear in the order they were added to the case template by the system administrator.

PREREQUISITES:

  • A case template must be created in PLL Admin. See Add a Case Template in the PLL Admin for 15.8 Guide for more information.

  1. Tap Create Case in the upper-right corner of the Case Intake page to create a case.

TIP: Each panel on the Case Intake page can be expanded or collapsed. See Collapse Panels on the Case Intake Page for more information.