Creating Cases
Use
You can create a case in different processing areas.
· On your Electronic Desk
· In the Processing Area: Incoming Post Item
You use this working area if you have received an incoming post item for processing in your worklist and cannot assign it to an existing case.
Procedure
Creating a case on the electronic desk
...
1. Mark the folder Cases and select Create in the context menu.
2. Select a case type. (If only one case type is defined in Customizing, this step is skipped)
The processing area for the case is displayed on the right side of the screen area.
3. Enter the attributes for the case.
You can hide the electronic desk to have more space
for processing the case by selecting 
Hide Electronic Desk. To
display the electronic desk again, select 
Show Electronic Desk.
4. If necessary, define the process route for the case and create a business memo.
5.
Click on 
Save in the upper level of the
function toolbar to save the case.
Creating a case in the processing area for incoming post items
...
1.
Select
Create and Assign Case from the context menu on the right beside 
Activities.
2. Select a case type. (If only one case type is defined in Customizing, this step is skipped)
The case is created automatically and the incoming post item is automatically assigned to the case.
Result
You have now created a case.
If you
have created a case on the electronic desk and have not yet created a process
route, the case is saved in the folder 
My New Cases of your worklist. If
you have already entered a process route for the case and set the status of
the case to In Processing, the case is saved in the folder Current Cases of your worklist. In
addition, the processor of the first process route item receives the case as a
Work Item in
the folder 
New
Cases.
If you
created the case, it is stored in the folder My New Cases so that you can assign an
incoming post item to it. You can process the case further in this
folder.
See also: