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IMPORTANT: Cases can only be imported to LearningSpace in .cas file format. |
- Click the Cases module on the Dashboard.
Image Modified - The Case Manager screen appears with the Cabinets and Cases panels.
- Click the Import button to search and select the file to be imported.
Image Modified - The file upload window appears.
- Select (highlight) the desired .cas file. Image Modified
- The Edit Case pop-up window opens with all the data of the imported Case.
Image Modified - Make modifications if desired. See How to Modify a Case.
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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.) |
5. Close the window; all changes are automatically saved.
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For further information, visit our Case Manager and Cases - How to pages, or watch our Case Manager Training Videos. |
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