Help Center
From Origination Center
To access Cases Origination Center, from main left navigation panel, select Cases->Origination Center.
- From Origination Center, you will see list of available Case Types. Find the Case Type and click on Create New Item.
- The New Case window will open, fill out all required and relevant fields
- Required Fields are noted with red asterisk.
- Enter instructions about the case in Add New Notes.
- Attach any supporting document via Attach File
- Click on Add as image to notes if prefer to add the image file embedded in the Notes.
- If the Case Type is set up with a default hopper assignment, click on Create to create the Case.
- 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.