Maintaining a Case
The Case Summary component lists all of the tracked issues that have been added to the case. A case is a collection of tracked issues. You can display the Case Summary component by selecting Open from the Actions menu on a case row in the Case Overview component.
The upper portion of the Case Summary component shows the Name and Description of the case, along with a Quick Find search box. You can enter text in the search box to find the tracked issue you are looking for.
Each tracked issue row includes an Actions menu and values in these fields:
To remove a tracked issue from the case, select Remove from the Actions menu on the tracked issue row.
To view the contents of a tracked issue, select Open from the Actions menu on the tracked issue row. See Maintaining a Tracked Issue for more information.
Adding Tracked Issues to a Case
To add a tracked issue to the case, perform these steps:
On the Case Summary component, click the Select Tracked Issues button.
The system displays a modal window that lists tracked issues that are not already added to a case.In the Select Tracked Issue modal window, locate the tracked issues you want to add by typing criteria in the Quick Find search box, or by scrolling through the list.
The system lists the fields that meet your search criteria.Click the row for each tracked issue you want to add.
The system adds a check mark beside each item you select and shades the row. To cancel a selection, click the selected row again.When you have selected all the tracked issues you want to add, click the Add to Case and Save button.
The system closes the modal window, adds the tracked issues you selected to the list, and displays a message to confirm that your changes were saved.
