Summary

 

The Summary tab captures most of the record’s information.

 

 

From this tab you can perform the following tasks using functions on the right side of the screen:

 

 

 

2.  Moving to the next case record by clicking the Continue button.

 

 

3.  Creating a Works Request record related to the Client Feedback by clicking the Generate Works Request button and following the prompts on the new Case screen.

Note: View this function described in detail in the Generate Works Request section.

 

 

4.  Performing workflow actions like changing stage or reassigning users, outlined in the Workflow Actions section.