How do I set up case management for my organisation?

Cases are like Service Requests, but they are for your organisation rather than for your customers. You can use them to keep track of ongoing problems, internal issues, etc. The setup is largely the same as well.

What are the steps I need to take to configure case management?

1. Go into Administration -> Forms Builder

2. You will first need to create a new catalogue. Configure the search filters similar to the screenshot below, and click on "Add catalogue". Fill in all mandatory fields, like you would when creating a service request catalogue.

Set the catalogue type to "Case", and click on  Add .

3. You can now add "forms" to this catalogue (these will be cases, if added under a "Cases" catalogue). The process is exactly the same as creating a service request form.

Configure all required form details, and click on  Add 

4. Proceed as you would when setting up a new service request form. Pages...

5. Regions:

6. Items:

7. Once all information has been completed, scroll up and click on Publish.