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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.
  1. 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.

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  2. 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.

  3. The Edit Case pop-up window for the Case opens. 

  4. Click the 'three-dot' (options) icon in the top right corner of the pop-up window and select Copy.

  5. 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.

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Note
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.
Tip

For further information, visit our Case Manager and Cases - How to pages, or watch our Case Manager Training Videos.

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