What Happens When a Case Is Created?

Updated October 15, 2024

What Happens When a Case Is Created?

When a case is opened, several things happen:

  1. Case managers and staffing coordinators will be notified.  
  1. You will find a new Case under the "New" tab in Response>Cases.
  1. You will be able to manage the case from here. You can learnmore about case management here.
  1. Team absence dashboard will also reflect the new case data.

Who can view a case?

People who have access to the case subject's primary group and primary location. And also have the manage case permission.