Creating a case

Some cases are created automatically. You can also create cases manually.

To create a new case, click Create case from the right of the list of cases screen. A wizard starts and guides you as you enter the case details and review the recommended actions based on those specifics, as well as forming a case response team. The following graphic shows an example of the first page. Your wizard might show different steps.

The surrounding text describes this graphic, which is a snap shot of the user interface.

Your entries might result in more steps appearing in the wizard. These steps enable you to document specific information about the case to determine any potential obligations. Your entries assist the application to properly assess the case and generate an appropriate playbook.

If your administrator created workspaces, you might be prompted to select the appropriate workspace for this case.