Case Review - Managing Cases

This guide describes how to manage your cases in Case Review. This includes instructions for accessing a case and creating a case.

Accessing a Case

To access a case:

  1. Click on Cases in the navigation panel.
  2. If required, search for the required case:
  3. Select the Column to search in, with the options being:
      • All (the default option).
      • Name.
      • Description.
  1. Enter desired text in the Search Bar.
  2. Select the required Case.

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Creating a Case

To create a case:

  1. Click the Create New Case button.
  2. Complete the Create a Case dialog:
    Field / Option Description
    Name Enter a name to identify the case.
    Description Enter a case description.
  3. Click the Create button.

Exporting Cases

Case Review administrators can now export a list of all available cases. To export a list of all Cases, use the Export as CSV button.

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See Also...

 

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