Difference between revisions of "Searching for existing Cases"
From SchemeServe Help
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Latest revision as of 07:39, 1 February 2017
Contents
Searching for existing Cases in SchemeServe
Introduction
You may find that you are dealing with a large volume of cases. In that instance it is imperative to be able to find an individual case quickly and simply.
SchemeServe offers a powerful search utility that enables you to quickly locate specific cases.
You will need to be logged into SchemeServe to use this facility.
How to Search for a Case
Option 1 – New Cases
- Click the Cases Tab
- New cases appear in the list of new cases on the screen. Click on the View Button to view the case you require.
Option 2 – Jump to Record
- Click on the Cases Tab
- Click into the Jump to Record Field
- Enter either the full case number or the SchemeServe generated individual case number
- Click on the View Button to view the case
Option 3 – Using Filters
- Click the Cases Tab
- Use the fields to search for the case
- Click on the Change? Link to filter by date range
- Click on the View Button by the case to view it
Video Tutorial
See Also
Jumping straight to a specific Case
Generating new Case Documentation
