Once created, a Case can be modified or copied:
- Modify a Case - when it needs to be permanently changed.
- Copy a Case - when a new Case needs to be used in a different event, possibly slightly or considerably altered.
- Find the desired Case
- through opening the containing Cabinet and selecting it,
- or using the scroll bar on the Cases panel,
- or with the help of the search bar on the Case Manager screen.
- When selecting from the drop-down of possible hits, the Edit Case pop-up window automatically opens.
When selecting the Case from the list, either double-click the Case title or highlight it then click the Open button in the Cases panel. - The Edit Case pop-up window for the Case opens.
- Click the 'three-dot' (options) icon
in the top right corner of the pop-up window and select Copy. - A message appears at the top of the screen informing about the creation of a copy and the Edit Case pop-up window switches to the copy itself, allowing for immediate modifications of the copy.
The copy will be automatically titled the same as the original preceded by the word 'COPY:'. If unchanged, the next copy will be titled the same with an additional serial number in brackets.
For further information, visit our Case Manager and Cases - How to pages, or watch our Case Manager Training Videos.
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