Creating a New Case

The OIPA application, allows to enter a case information directly. A new Case in OIPA is created from the Central Add drop-down list. A case can be given a unique case number to make it easier to find during a case search.

The existing functionality of case creation through the external system is supported. A user can create a case from the Central Add drop-down list "Create Case from external system". When you click this list, the user is navigated to the screen of external system for case creation. This link is available only if external system is integrated with OIPA.

On the Case screen, after saving the case, user will have two buttons available as listed below:

  • Add Application: Allows to create and add a new application to the case, click the Add Application option, then the Application screen appears.
  • Add Existing Application: Use this option to search and add an existing orphan application. When a user clicks this button the Orphan Application Search screen opens. On this screen, the user can search an existing orphan application for adding it to the case.

On the Case screen, the applications are listed, and an Ellipsis icon (More Menu) is present next to each application entry. Hover over the Ellipsis icon. The three options appear:

  • Delete Application: Allows to delete the application.

  • Go to Application: Allows to navigate to the application.

  • Move to Different Case: Allows to move the application under a different case. To move the application to a different case, click Move to Different Case. The Case Search screen appears. On the Case Search screen, enter the relevant fields and click Search. A list of cases appears as a search result. Click the required row and click Save.

Steps to Create a New Case

  1. From the Central Add dropdown menu, select Case and then click the Create icon createicon. The case creation screen appears.

    2. There are two sections on the Case screen that contain case information — Case General Info and Case Detail. The Case General Info section contains basic case information.

  2.  Enter the basic case details that are mandatory. 
    • Case Name is the name that a case is given.
    • Case Number is the unique identifier for a case. Depending upon the configuration for the case screen, this field may be automatically populated or a manual entry may be allowed for it.
    • Case Status is the status of the case at any moment. It is Pending by default.

  1. Click the Save button when finished. Once a new case is saved, the Date Created and Last Updated fields are automatically populated.

The user can associate an application to the newly created case by clicking on the Add Application button.

For more information on adding an application upon case creation, refer the Add Application section.

Editing a Case

As long as a case in the Pending state, it can be edited. To edit any case:

  1. Perform a unified search for any case that you want to edit.
  2.  When you click on the desired case from the search results, the Case screen or the Case Overview screen should be displayed. 
  3. Edit any field as required.
  4. Click on Save.