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Editing Cases

Note: If unlock selected cases displays in the Actions column, the case is locked. You cannot edit locked cases unless you have the rights to unlock it. Refer to Unlocking and Reassigning Cases for more information.

  1. Navigate to the Open list.
  2. Click view case to open the desired case.
  3. Select a page from the menu bar.
  4. Edit details as required.
  5. Click

    - Save to store values.

    - Reset. This clears all fields/resets to default values or restores all information to a previous save, un-doing any changes you made.

What do you want to know?

Why can't I edit case details?