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From Origination Center

To access Cases Origination Center, from main left navigation panel, select Cases->Origination Center.

  1. From Origination Center, you will see list of available Case Types. Find the Case Type and click on Create New Item.

  1. The New Case window will open, fill out all required and relevant fields
    1. Required Fields are noted with red asterisk.
    2. Enter instructions about the case in Add New Notes.
    3. Attach any supporting document via Attach File
    4. Click on Add as image to notes if prefer to add the image file embedded in the Notes.
    5. If the Case Type is set up with a default hopper assignment, click on Create to create the Case.
    6. Or click on Create & Assign to create the Case and assign to a responsible person.

From Case Assignment screen, enter the responsible name, click on Search. Select the employee from the list and click on Select Employee.

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