Viewing event logs for case management

Major events such as status changes that occurs during the lifecycle of a case are stored on the Event Log tab. View, update, or manually add events or remarks for a case.

To view the event logs for a case:

  1. Select Operations > Case Management.
  2. Select the case for which to view the event log, and then click the Event Log tab.
  3. Perform one of the following actions:
    Option Description
    View the event log View the event log, and then close the screen.
    Add a note to an existing record Select the record, and then add the note. Proceed to step # 6.
    Manually add an event Click Add Event. Proceed to step # 4.
  4. Specify this event details information:
    Event Type
    Specify the type of event.
    Date/Time
    Specify the date and time of the event.
  5. Specify any notes related to the event.
  6. Click Submit.
Parent topic: Defining cases for case management