Paul Hunter-Rowe

Before you can create a record or case, you must tell the Cases how you want to record the information. This is done by creating templates. To create a template, click on settings on the left of th...

Help Topics Creating a new User Modifying and Removing a User   To access the Users tab, select the people icon  from the left menu bar. Here you’re able to create & edit your users and teams, as...

Insights is a powerful reporting tool used not only to locate specific Records and Cases but to identify trends across your organization.         

What are Records and Cases? Records Records are used to capture and store information relevant to an incident that has affected your company. Cases Cases are Records that have been escalated for fu...

In the previous post, you learned how easy it is to configure a very basic template. We'll now show you how to use that template to start capturing your first record. First, let's create a new Reco...

Help Topics Creating a new Team Modifying and Removing a Team   Managing Teams Teams can be thought of as a set of permissions in the Cases system. By default, the Administrator team will be incl...

To begin, select the Insights icon   on the left of the screen. A list of your saved Insights' reports will be on the left-side of the screen.     Clicking on any of the Insights in this list will...

Help Topics Creating a New Record/Case Left Panel Template Title and Summary  Actions  Attachments Removing an Attachment Details Timeline Right Panel Status Severity Affected Areas Tags Assig...

Help Topics About Notifications Display Notifications Notification Ordering Browser Notifications Selecting Notifications About Notifications Under certain conditions, Notifications are triggered...

So you've got a basic template, but you now want to capture some other specific information. You can achieve this by adding fields to your template. There are many field types to choose from, but f...