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Creating Cases

1.  After logging in, click on the ‘Cases’ tab towards the left top of the screen. Then find the orange ‘Create a Case’ button in the right-hand corner of the screen and click it.

 

2.  Click on your Initiative in the popup, and then fill out the 'case create form' that appears and fill out as much information as possible, then click the orange ‘Create Case’ button to the bottom right.

 

3.  Now, will be brought to the individual’s case page and have created the case.

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