This article is part of the Connect section.

The diagram below shows the action buttons available within a case. View Meeting is only available in meeting cases:

Creating Cases

1. To create an individual case:
   
1. Hover over Cases.
   
2. Click Open a case.
   
3. Or click Cases, then the + sign on the right:
   
   
   
   
2. To create a meeting case, open the meeting and click Create Case.
   
   

1. Add a Title for the case.
   
   
2. Provide a Description or select a standard one from CPL by clicking the book icon on the left:
   
   
   
   
3. Choose a Case Type.
   
   
4. Choose a Case Status Type.
   
   
5. Select an SLA Type.
   
   
6. Assign the case to a User.
   
   
7. The radio button defaults to Client.
   
1. To raise the case for a CPL client, select one from the drop-down.
   
2. For a non-CPL client, switch the radio button to Email Address, then enter the email and name.
   
   
8. Click Create Case.
   

General Case Management

1. To view all cases, go to the Cases menu.
   
   
2. You will see:
   
1. open and closed cases,
   
2. cases assigned to you or other users,
   
3. individual cases and meeting cases. 
   
   
3. Sort columns using the arrow icon.
   
   
4. Hover over any column header to view the current sorting criteria:
   
   

1. To view the details, click View Case next to the relevant case.
   
   
2. Make any changes and click Save.
   
   
3. Available actions:
   
1. Export Case.
   
2. View Client - opens the client account if the case is for a CPL client.
   
3. Create New Task - adds a task, in addition to the default task.
   

The CPL window might not automatically come to the front. Click the CPL icon on your taskbar to bring it forward.

The Hold Task and Cancel Task options on the Details tab only affect the default task, not to any additional tasks added manually:

1. Add comments in the Discussion section as outlined here. 
   
   
2. To close a case, change the Case Status Type to Closed (or another status set up as "closed" in the Admin area).
   
   
3. View and manage the default task and any additional tasks on the Tasks tab.
   
   

Meeting Cases

1. To view meeting cases:
   
1. Open the relevant meeting.
   
2. Go to the Cases tab.
   
3. Click View Case.
   
   
2. When working in a meeting case, click View Meeting to return to the meeting details:
   
   
   

Change History Tab