This article explains how to create a case and the available options for populating case data.
Creating a New Case
Go to the Cases module.
Select Add Case.
This opens the case creation page.
Entering Case Information
On the Add Case page, complete the following fields:
Workflow
Select the workflow you want to use. The workflow determines which tasks and fields are included in the case.
Case Name
Enter a name to help identify the case.
UNOS ID
Enter the UNOS ID for the case.
Match ID
Enter the Match ID, if applicable.
OPO
Enter the associated OPO.
Case Tags
Choose one or more tags to help categorize the case.
Case Stage
Select the appropriate case stage.
Choosing How to Populate Case Data
When creating a case, choose one of the following options to populate case data:
Select PDF and upload a PDF file. Relevant information from the PDF is imported into the workflow tasks.
Existing Donor
Select Existing Donor and choose a donor using their UNOS ID. Existing donor information is used to populate the case.
UNOS
If your plan includes access to the UNOS integration, select UNOS and enter the UNOS ID. Case data is pulled directly from UNOS.
Creating the Case
After all required information is entered:
Review the case details.
Select Create Case.
Once the case is created:
Workflow tasks are added to the case
Imported data is applied to the relevant workflow fields
The case appears in your case list
You can begin working in the case immediately
Access and Permissions
The user who creates the case is automatically assigned as a case admin.
Case admins manage access from the Permissions tab within the case.
From the Permissions tab, case admins can:
Add additional case admins
Add case followers
Case followers can view case activity but may have limited access compared to case admins.
Next Steps
After creating a case, you can:
View and complete case tasks
Use case rooms to communicate with your team
Upload and manage case files
Update case information as work progresses