# Creating Cases

### Create an Case:

Select the **Workflows** Toolkit on the **Admin Home** page.

Select the **Cases** Counter.

Select **New Case** link at the top of the page to create an new Case. **Note:** you can also duplicate an existing issue or upload an case from a file, if desired.

The following fields are **required** to be completed:

* **Case Type** - The type of issue determines the steps in the workflow to manage it. (The **Case Type** need to be setup by **Shift iQ Support**, please email [**support@shiftiq.com**](mailto:support@shiftiq.com) to add your Issue Types.)
* **Case Summary** - A brief summary of the issue.
* **Case Administrator** - Internal office staff/administrator who is responsible for managing the case
* **Member** - The person upon whose behalf the case is raised.
* **Employer/Referrer** - The organization that employed or referred the member at the time the case was reported.

The following fields are **optional** to be completed:

* **Case Description** - A detailed description of the case.
* **Current Status** - The current status of the case.
* **Current Owner** - The person to whom responsibility is currently assigned.
* **Reported Dates** - When the case was first reported.

Click **Save**.

Once your case is created, you can attach any supporting documents by clicking on the **Attachments** tab. (see [**Upload or Request a Document**](https://github.com/InSite/docs/blob/master/ui/help/portal/issues/issue-documents/upload-document/README.md))

Add additional comments by clicking on **Post Comment** under the **Comments** tab<br>

### Create an Case using Surveys:

Administrators are able to allow users to create their own **Case** by submitting a Survey reponse.

In the **Surveys** toolkit, open the survey you want to use to create an **Case**.

Under the **Configuration** heading, in the **Details** tab, click on the pencil icon (<i class="fa-pencil-alt">:pencil-alt:</i>) next to **Case Workflow**.

Click in the **Open a new case when a response to this survey is completed** checkbox under the **Case Workflow** heading.

Each **Survey Response** that is submitted by a user will create an **Case**, so an Administrator can select what type of **Case** should be created and who it needs to be assigned to. The following fields must be completed:

* **Case Type** - The **Case Type** need to be setup by **Shift iQ Support**, please email [**support@shiftiq.com**](mailto:support@shiftiq.com) to add your Case Types.
* **Case Status** - The current status of the Case. (The status options need to be setup by **Shift iQ Support**, please email [**support@shiftiq.com**](mailto:support@shiftiq.com) to add your **Issue Status** options.)
* **Case Administrator** - Internal office staff/administrator who is responsible for managing the Case
* **Current Owner** - The person to whom responsibility is currently assigned.

Click **Save**.

When a **Survey Response** is used to create an case, that response will be attached to the **Case** and can be viewed from the **Case**.

A **Response Completed** notification can be added to the survey to advise an administrator when a response was submitted.