Add a follow-up event to a case

  1. Hover over the Case Actions menu, and click Open.
  2. On the Case Open page, select the options to use as criteria for your search and click Search.
  3. From the search results list, click a Case ID link.
  4. If the case is locked, unlock the case by clicking the Lock icon (Case Lock icon) in the Quickstart tool bar at the top right of the Case Form.
  5. From the General Information section, in the Follow-ups sub-section, click the Add button.
  6. In the Case Form Operations dialog box, choose if the follow-up event is a significant one by clicking the Yes or No button.
  7. Modify the system date values in the Follow-up Received and Central Received fields as required for the event.
  8. To add a justification for adding the follow-up event to the case, check the Amendment checkbox.

    In the Amendment/Follow-up Justification dialog box, enter a comment and click OK.

  9. To add more than one follow-up event to the case, click the Add button again and redo steps 5 to 7.