Subject to agency permissions, you can add a new case wherever you see the Add button.
You can edit case information from the case overview page (green header), by clicking Show Details in the header.
When you add a new case from a case, a person, or an organization overview page, it'll be connected to the case/person/organization where you started. For example, if you navigate to Person A and add a new case there, that case will be connected to Person A.
This functionality would be needed for Traverse installations that do not have a data integration with a system of record.
To add and edit a case
The steps below outline the default fields for a case. Your agency may have configured custom fields for cases to align with your business processes or may have otherwise altered the fields described in these steps. Contact your system administrator or the Northwoods Support Center if you need assistance with this process.
Click the Add button from an overview page.
From the drop-down list, select Case.
If you don't see the Case button, you may not have permission to add a case.If your agency has configured case types, the Choose a Case Type to Create window will appear. Choose your case type within the list.
A new page appears with editable case fields.Enter the case information. (A primary case ID, create date, and service delivery are required.)
Set the status of the case by selecting the Open or Closed radio buttons.
Optional - Restrict the case to only assigned workers by checking Restricted Case (only assigned workers can see).
Optional - Select the date the case became open or was closed.
Optional - Click Add an Address to add an address for the case. To edit or delete the address, click the ellipsis icon.
Select a service delivery from the Service Delivery drop-down list.
Assign workers to the case by checking the boxes under Assigned Workers. To designate a worker as a primary or secondary worker, click the pencil icon.
If a desired worker does not appear in the list, ensure they have logged in to Traverse at least once. Also, ensure they have been granted access to the selected service delivery. Note that if you select a different service delivery, the assigned workers for the previous service delivery will be cleared.Make sure that all required fields have values and that all field text is entered in the right format (you'll see a red border around fields if not). Then click Save.
Your new case will be available. To manage connections, see Connecting people, cases, and organizations.Optional - To edit or delete the case, click Show Details from the case overview page (green header). Note that the case can only be deleted once its connected items have been removed.