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.
There are two ways to open a case:
Start a new case
To start a new case:
Click New Case.
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The Select case type window appears.Select one of the types and click Create case.
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The case opens to the first page of the case.Click Save draft to save the case as a draft and continue working on it.
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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..png)
Enter an existing case
You’ll find all the opened cases on the Case Manager home page. See View cases.
To enter an existing case:
Click the row of the relevant case.
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The case opens.Continue working on the case as needed.
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.