Case Intake

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. See Add a Case Template in the Admin 3.6 Guide for more information.

NOTE: Custom forms can be configured by the administrator and applied to specific areas in the UI, such as based on a specific template, fees, comments, and more. See Custom Form in the Admin 3.6 Guide for more information. When a case is cloned, custom form values are copied to the child case. If the administrator added encrypted custom forms, you will see dots when typing in the field. A view icon allows you to view the encrypted text in the field.

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 or Expand Panels for more information.