The Case Tracking module enables users to define and organize tracking options for cases effectively. This feature is designed to standardize how cases are monitored by associating them with specific tracking IDs and options. By utilizing this module, users can streamline case management processes, ensuring clear and efficient tracking of cases within the system.
Step-by-Step Instructions:
Step 1: Log in to the Application
- Enter your credentials and access the main dashboard.
Step 2: Access the Case Tracking Module
- Navigate to Manage Data.
- Select Manage Case Tracking from the list of options.
Step 3: Add a New Case Tracking Option
- Click the Add button.
- On the Add Case Tracking Option page, provide the following details:
- Case Track ID: Specify the unique tracking ID.
- Case Tracking Option: Enter the description or name for the tracking option.
- Click Save to save the new record.
- To cancel the process without saving, click Cancel.
Step 5: Search for Existing Case Tracking Options
- Use the Search bar to find specific records by entering keywords.
Step 6: Edit or Delete Existing Records
- In the Action column, you can:
- Edit: Modify the details of an existing record.
- Delete: Remove records that are no longer relevant.
This module is vital for maintaining a structured approach to case tracking, promoting better organization and operational efficiency.
0 Comments