Working with Events

The main work on a case consists of tracking events. Any user with the appropriate access level can add an event to a case.  You can create an event either from the Feed tab in the case or from the Company feed view, using the + button at the bottom of the screen. 

Note:  Events can also be added via the Timer to be covered in the next article.

Creating an Event from the Case Feed

  1. From the Main Menu click on CASES.  Then, open the case by clicking on the case name.
  2. Go to the FEED tab and click the + button in the right-hand bottom corner of the page; select Create event.
  3. In the New event window, complete the required field — Event type.
  4. Date and time will be filled automatically, but you can change them manually as needed.
  5. If required, complete additional fields: add the description and indicate the time spent.by clicking on suggested time buttons, custom time button or by starting a timer.  (Covered in the next article.)
  6. To save the event, click ADD. Once saved the event will be listed on the TIME SHEET tab. 

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To Edit or Delete an Event 

  1. From the Main Menu click on CASES.  Then, open the case by clicking on the case name.
  2. Locate the event in the case feed.
  3. Click on the event to open Event window.
  4. Make edits then click SAVE.
  5. To delete an Event click '•••' at the top right of the Event window and select Delete.
  6. Confirm the deletion by clicking Yes, Delete or cancel the action.

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