Case Summary
The case summary provides an overview of a case, its progress, and important details such as:
Case Number
VIP and Case Tags
Employee Name
Case Type
Case Home and Host Location
Case Owner
Case Status - Shows case progress based on checklist items finished. This is sorted by stages with each stage having its own checklist items.
Clicking on "..." on the right grants access to:
Audit History - Track updates to the case and ticket information.
Hover on an employee's profile picture in the case summary section to access:
Invite status - Users can also resend invites from here.
Click on "..." to view the employee's profile or the employee view.
Employee Information
Click on each section to manage its details!
Employee Information
Employee Email
Employee First Name
Employee Middle Name
Employee Last Name
Pronouns
Preferred Name
Employee Phone Number
General Information
Employee Number
Gender
Date of Birth
Citizenship
💡Note: To manage Employee Identifiers, click on the button beside the employee number.
Employee Status
Employee Status
Hire Date
Termination Date
Employee Address
Employee Address
Street Address
Postal Code
Passports
Add passports by clicking "+" and filling out the passport details. Click on an existing passport entry to edit.
