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Creating a Case

Creating a Case

This page describes creating a case in AdaptiveWork and includes the following sections:

​ About Creating Cases

Cases can be created from the Navigation Panel, a Relations Panel Add Related link, as well as from the Requests, Bugs, Risks, and Issues modules (when said modules are Admin-enabled).

Creating a Case via the Navigation Panel

  1. From the Navigation Panel , click New and select the case type you want to create.

202072838_select_case-2-.png

An Add New (case type) pop-up window or in-line editor opens.

Note: AdaptiveWork in-line editors are equipped with 202072848_more-5-.png and 202072858_less.jpg ​ options, whereas pop-up windows are not.
Layouts for defining new items can be configured to display information and/or fields as pop-up windows or as inline editors by your organization's Admin user, via Layout Settings.


202072868_add_new_bug-2-.jpg

  1. Enter the case title .

    To upload a custom icon , click the default case icon on the left.

202029787_case_icon_name-1-.jpg

  1. Assign user(s), select case type, set Importance , Severity or Risk Strategy status, add files and description:

—Bugs and Issues:

To assign a user to the case other than your profile ( DEFAULT ):

  • Click the Assigned to field:
  • Either click 202029827_user-1-.jpg and enter the name of an existing user and select from the 'type-ahead' option.

202072878_type_ahead.jpg

OR

  • ​Click 202029837_3-20dots.png to select a user to assign the new case to.

Requests:

  • ​Click the Request Type field and select the request type.

202029847_req_type.jpg

Bugs, risks and issues :

​ To change the user assigned to the case from your profile ( DEFAULT ):

  • Click the Assigned to field.
  • Either click 202029857_user-1-.jpg and enter the name of an existing user and select from the 'type-ahead' option.


202029867_type_ahead.jpg


OR

  • ​Click 202072888_3-20dots.png to select a user to assign the new case to.
  • Click the Importance field and select the case importance definition.


202072898_imptnce.jpg

Issues :​

  • Click the Severity field and select the issue's severity definition.


202029877_sevrty.jpg

  • Click the Description field and enter a case description.

Requests :

To change the user assigned to the request from your profile ( DEFAULT ):

  • Click the Assigned to field.
  • Either click 202029887_user-1-.jpg and enter the name of an existing user and select from the 'type-ahead' option.


202029897_type_ahead.jpg



OR

  • ​Click 202029907_3-20dots.png to select a user to assign the new case to.

Requests , bugs and issues :

Risks :

  • Click the Impact field and enter a value to reflect the risk impact
  • Click the % Probability field and enter a value to reflect the percentage of estimated impact probability
  • Click the Risk Strategy field and select the required strategy

202072908_risk_strat.jpg

  1. Click 202029917_save-14-.png

The new case opens in Item Detail view .

Creating a Case via Add Related

  1. Navigate to either the Projects, Tasks or Milestones module.
  2. Select an item in the grid .
  3. On the 202072918_add-related-1-.png ribbon, click 202072928_cases_btn.jpg

​OR

The Add Cases multi-find window opens.

202072938_add_cases_wndw.jpg

Figure 3: Add Cases

  1. Select one or more cases from the list of available cases.

    OR
  • Click 202072948_add-8-.jpg and select the case type from the drop-down menu.

202072958_select_case_list.jpg

The Add New (Case type) window opens.

  1. Follow the Steps 2 through 4 of Creating a Case via the Navigation Panel above.
  2. The added case appears in the Add Cases multi-find window under Your Selections .
  3. Click 202072968_ok-24-.jpg

    The new case opens in Item Detail view.

Creating a Case via a Case Module

Note: The inclusion of any or all of the case type modules ( Requests , Bugs , Risks , Issues ) in the Navigation Panel is defined by
your organization's Admin user via the Layout Settings ).
  1. Navigate to one the of the case type modules ( Requests , Bugs , Risks , Issues ).
  2. On the 202029937_common-5-.png ribbon, click the relative Add button.

    202072978_add_rqst_btn.jpg202072988_add_bug_btn.jpg202072998_add_risk_btn.jpg202029947_add_issue_btn.jpg


The Add New (Case type) window opens.

  1. Follow Steps 2 through 4 of Creating a Case via the Navigation Panel , above.

The new case opens in Item Detail view .