Maintaining Case Information

A case is a collection of tracked issues. Each tracked issue is based on a reference issue, which determines the actions, events, and steps that are performed in order to resolve the issue.

The Case Overview component lists all of the cases in the system. You can access the Cases Overview component by selecting Cases from the Actions menu on the Menu Bar. Each case row includes an Actions menu and values in these fields:

To view the contents of a case, select Open from the Actions menu on the case row. For more information, see Maintaining a Case.

To delete a case from the system, select Delete from the Actions menu on the case row. The system shades the row gray to indicate it is marked for deletion. To reverse the delete action, click the Undo button. Click the Save button to apply your changes to the system. The system displays a message to confirm that your changes were saved in the database.

To add a new case to the system, select Add from the Actions menu on the Case Overview component header. For more information, see Adding a Case.