1. Create or edit a query. For more information, see Creating or editing a query-based case series or Creating an empty case series.
2. On the Save Case Series page, in the Name field, enter a name for the case series. The name does not need to be unique, although Oracle recommends that you use a unique name.
3. In the Description field, enter an informative description of the case series.
4. To assign the case series to an existing project, click Add to existing project and select the project from the drop-down list. Only projects associated with objects that you created or that are published to you appear in the list.
or
To create a new project and assign the case series to it, click Add to a new project named and enter a project name.
5. Click OK.
A message tells you that the case series is being saved. If you click Cancel at this point or navigate to another page, the application does not create the case series.