How to Create Case File on 925Worksuite ERP 1 0

1. Overview

This guide explains how to create a case file or issue in the Case Management module. It helps you log, assign, and track client or internal issues efficiently.

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2. Steps

1. Go to Case Files or Issues
2. Click on Create Case File or Issue
3. Click on Requester and select a client or employee
4. Select the requester name and assign group from the dropdown
5. Select the agent handling the case
6. Enter the subject of the case or issue
7. Add a detailed description explaining the issue
8. Upload supporting documents if required
9. Click on Other Details
10. Select the priority of the issue
11. Select the type of issue
12. Choose a channel name if applicable
13. Click Save

3. Expected Result

The case file will be successfully created and assigned to the selected agent or group for follow up and resolution.

4. Common Errors

• Requester not selected
• Missing subject or description
• Incorrect assignment group
• Required fields left empty
• File upload fails due to unsupported format

5. FAQs

How do I create a case file
Follow the steps above and ensure all required fields are completed before saving.

Can I assign a case to a specific agent
Yes, you can select an agent during case creation.

Can I upload documents to a case file
Yes, use the upload file option to attach supporting documents.

What happens after I save the case
The case is logged and assigned for action based on the selected group or agent.

Can I set priority for a case
Yes, you can choose the priority level before saving.