How to configure a Case

Created by Alfie Jennings, Modified on Fri, 3 Feb, 2023 at 2:56 PM by Alfie Jennings

My council services provides the ability to use case management. Case management is used internally by the user, this enables them to send a request to the required role individually. 


For example, if there is a request that needs to be dealt with by HR or a different department, the user can provide them with the specific case to manage.  


To configure a case form: 


Administration->Service request and case->Forms Builder



Once opened, please tick the catalogue box and then search for any form



You then will need to scroll to the bottom of the form and add a new catalogue



After clicking on add new catalogue, you will need to complete the catalogue details, for the "Type" Cases will need to be selected. 



Once the catalogue has been added, you will then need to search for the new catalogue in the search.



Once you have searched for the catalogue, you can then add a new form.



Once the form has been completed, please remember to publish the form. 





Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article