IMPORTANT: Cases can only be imported to LearningSpace in .cas file format.
- Click the Cases module on the Dashboard.
- The Case Manager screen appears with the Cabinets and Cases panels.
- Click the Import button to search and select the file to be imported.
- The file upload window appears.
- Select (highlight) the desired .cas file.
- The Edit Case pop-up window opens with all the data of the imported Case.
- Make modifications if desired. See How to Modify a Case.
IMPORTANT: The Share settings of a Case - i.e. which users/ groups have access to it to what extent -, do not transfer.
It has to be set up for the imported Case separately. (See more on the Share tab of Edit Case page.)
It has to be set up for the imported Case separately. (See more on the Share tab of Edit Case page.)
5. Close the window; all changes are automatically saved.
Related pages
For further information, visit our Case Manager and Cases - How to pages, or watch our Case Manager Training Videos.
Overview
Content Tools