Create a new case

Click +New Case.

If required, within the Enter case reference field, type a specific case reference.
​Note: If this is left blank, the software generates the reference number.

From the drop-down, select the case type and then click Confirm.

For the software to generate the case reference number, leave the case reference search blank. Alternatively, type in the reference you require

Click the briefcase icon.

Select the relevant case type and then click the tick.