Events

Events can be accessed by clicking the Events tab in the case folder view.

Event View Tab

For information on how to navigate to the case folder view, see Cases.

To add an event:

  1. Click the Events dropdown, then select Add Event:

    Add Event on Case

  2. Fill in the Add Event screen.

  3. Click Save.

After the creation of an event, a user can edit and add notes. Click the Notes icon for an event to add a note.

Event Options

Notes added to each event are also added to the case notes. Edit an event by clicking the Case type, which shows an editing page.