CREATE CASE WIZARD

The Case Wizard is a way to create a case, link parties, determine caseworkers, as well as forms to be added to the case.  It achieves the same function as creating a case through the client profile, or case module. For our case creation video, click here.

1. Click on the Create Case Wizard module.  Or, from the toolbar, click Create>Cases.
   
2. Provide the general information about your case.
   
3. Click the Next button.
4. Decide on which Case Workers should be linked to the case, as well as which Case Worker's information should transfer to the forms. Use the Add a Case Worker button to search for and add a caseworker.
   
5. Click the Next button.
6. Decide on which Case Parties you would like to link to the case, if the necessary Case Party has not been created, you may also create their profile from this page.
   
7. Click the Next button.
8. Decide on which Forms should be added to this case. Depending on your case process settings, a specific set of forms will appear automatically.  You may unlink certain forms, or you may add other forms from this page.
   
9. Click the Create button.
10. You will be taken to the forms tab of the case you just created.