---
title: "Open a case"
slug: "opening-a-case"
updated: 2025-05-21T09:06:07Z
published: 2025-05-21T09:06:07Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.lightico.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Open a case

This article explains how a user can open a new or existing case and get started recording data.

To fill in the case details, see [Complete a case](/v1/docs/complete-a-case).

There are two ways to open a case:

- [Start a new case](/v1/docs/opening-a-case#start-a-new-case)
- [Enter an existing case](/v1/docs/opening-a-case#enter-an-existing-case)

---

## Start a new case

**To start a new case:**

1. Click **New Case**. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(277).png) The S**elect case type** window appears.
2. Select one of the types and click **Create case**. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(279).png) The case opens to the first page of the case.
3. Click **Save draft**to save the case as a draft and continue working on it. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(285).png)

### Name the case

The default name of the case is the user’s account and the name of the case type.

**To change the name:**

Click the name and type the new one. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(286).png)

---

## Enter an existing case

You’ll find all the opened cases on the Case Manager home page. See [View cases](/v1/docs/view-cases).

**To enter an existing case:**

1. Click the row of the relevant case. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(284).png) The case opens.
2. Continue working on the case as needed.

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## Q & A

****What does the default case name mean, and can I change it?****

The default name combines your user account and the case type. You can rename it by clicking the name at the top of the screen and typing a new one.

****Where exactly do I find the New case button?****

The **New case** button is located on the Case Manager home page, typically in the top-right corner of the interface.

****How do I continue a case I already started?****

From the Case Manager home page, find the case in the list and click its row. This opens the case so you can continue working on it.

****What happens if I forget to save a draft?****

Unsaved changes will be lost if you navigate away or close the browser. Always click **Save draft** to keep your progress.