1. Case Source
1.1 Dashboard
The user can view the defined case source in the system by navigating to the ‘Case Sources’ screen in the Master Data from the left navigation panel as follows:
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New Case Source: the user can add a new case source by clicking New Case Source button.
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Export: the user can export the list as an Excel file by selecting export button.
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Import: the user can upload the list as an Excel file by selecting import button.
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Download template: the user can click on ‘Download Template’ to download a certain detail from the dashboard.
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Filters: the user can search for the case source by the name, code ………etc.
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Rows Per Page: the user can select the number of items to show on each page.
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Action: by clicking on this button the user can edit, delete.
45.1.1 Edit Information
The user can edit the information of an existing case source on Edit from Actions by navigating to the ‘Case Sources’ screen via the Master Data.
1.1.2 Delete Case Source
The user can delete the information of an existing case source on Delete from Actions by navigating to the ‘Case Sources’ screen via the Master Data.
1.2 Add New Case Source
The user can create a new case source by clicking on New Case Source by navigating to the ‘Case Sources’ screen via the Master Data.
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Code: this field represents the case source alphanumeric value.
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Name: this field represents the case source name.
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Description: this field represents a detailed description of the case source.
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Case Source Name (English): this field represents the case source name in english.
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Case Source Name (Arabic): this field represents the case source name in arabic.
By clicking on Add the case source will be added successfully.