Create a New Case Folder

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In eCASE, each cases added to the application is added as a Folder. These folders contain all details related to the case and are put through predefined workflows to process to conclusion.

Follow the steps below to create a new case folder:

NOTE: The screens provided are provided only as a sample. The Folder creation process depends on the configuration set up by the eCASE administrator. Due to the highly configurable nature of eCASE, the screens presented here may not reflect your eCASE experience.

  1. From the Launch Pad, click Main Menu > New and select the type of folder to be created from the selections available. This example uses Investigation:


  2. The New Folder screen appears, as shown in the example below (Investigation):


  3. Complete all required fields and click Save to save the new folder. The fields and steps required to complete the initial form to create a folder depends on your unique configuration.

  4. After creating the new folder, a unique Folder ID number is generated and assigned to the folder. You can now perform actions on the newly-created folder. For more details on working with a folders, see the Case Folder Overview section.