Create and assign a case.

Set up an investigation and assign the responsible investigator.

For: Office

1. 01

   Sign in with your office account and open Cases. An administrator creates accounts; public registration is not available.

2. 02

   Select New case and enter the title, client, claim number and relevant subject details.

3. 03

   Add instructions and select an active investigator. Create clients and users in Team when needed.

4. 04

   Save the case. The assigned investigator can open it and receives an email notice if notifications are enabled.

5. 05

   To change the assignment, open the case and use the investigator selector under Details. The previous investigator loses access when the assignment changes.