# Edit Case Pop-Up Window

[https://vimeo.com/1208132260?share=copy&fl=sv&fe=ci](https://vimeo.com/1208132260?share=copy&fl=sv&fe=ci)

The **Edit Case** pop-up window is the interface for creating a **new Case or modifying** an existing **One**. The tabs in the pop-up contain **data** on various **properties** of the Case.

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/0a82fea8-cb9f-4f45-9e59-97cb6e120213/new%20edit%20case%20popup_with%20Case%20nr.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=9b66b11e4de475d78028cf3c0d943d70340b5ec7701897d1906ebd2c708e0e96&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =672x392")



:::warning
Users with **Case Author privilege** can only access and edit *existing Cases* **shared with them** on the **Share** tab of the Edit Case pop-up window.  
However, they can **create and fully access** *new Cases*, as upon creating a new Case, they are automatically granted ***Read and write*** access via the **Share** option.

:::

### Header Data

The **header** of the pop-up accommodates the following fields:

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/5aee191b-2a17-4385-9b8e-5be1a015db7f/edit%20case%20popup%20NEW_header.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=a965f05934af349fa844603f834b173b246e5dec6f0b7997be995c3056af6c12&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =627x339.5")


* **Case name** - required. The Case cannot be edited further without a title.


:::warning
Providing a **title is essential** in creating a new Case. Without a title entered, switching between tabs is not possible.  
Also, the system does not save the newly added Case if no title is provided, even if other data was entered on the **Details** tab.


:::

* **Presenting complaint** - **optional**, displayed in brackets after the Case name in all modules where Cases are relevant (Activity Manager, Reports, etc.).


:::warning
Since the presenting complaint is displayed alongside the Case title, do not include information intended to be hidden from learners.

:::


* **Enable this Case in the Activity Manager -** Once a Case is complete (built up as required), it can be [**made available in the Activity Manager**](/doc/how-to-assign-cases-to-activities-wc3Eq5Zkjq) by ticking this checkbox. 


:::warning
This checkbox is **not ticked by default**. Therefore, if a Case has been created but is not available in the Activity Manager, it is highly probable that the checkbox has not been ticked.

:::


* **Hidden checkbox: hiding** a Case is an **alternative to deleting it and** removing it from the database. Ticking the **Hidden** checkbox for a Case has the following effects:
  * *Data entry is still possible* for a hidden Case when it is assigned to [**a running Activity**](/doc/structure-of-activity-manager-LxmU3aEHXA).
  * Hidden Cases are also *displayed in reports* if the Activity is running.  
* **Case Content -** this button navigates to the [**checklist editor**](/doc/case-content-NaCHuJ1Rn3).


:::tip
For further information, visit our [Case Manager](/doc/case-manager-QdAIr4bLwJ) and [Cases - How to](/doc/cases-how-to-S8rL7UJ2ib) pages or watch our [Case Manager Training Videos](/doc/case-manager-training-videos-r2kVtDydfr).

:::

---

**Documents**

- [User Guide](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/user-guide-WPv4VxhtWB)
- [FAQ](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/faq-YoxOQOjvnY)
- [Training Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/training-videos-D2ycsEwqPt)
- [Module Introduction Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/module-introduction-videos-I6OQ6H7SUT)
- [Release Notes](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/release-notes-BcFFMsc0RV)
- [Distance Learning with LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/distance-learning-with-learningspace-eAfwW23Hxg)
- [Preventing Copy-Paste in LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/preventing-copy-paste-in-learningspace-sPD0IIUuk0)
- [Important Technical Notification Regarding Adobe Flash Player](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/important-technical-notification-regarding-adobe-flash-player-eQtMLwLmTJ)
- [iPad support - Technical information](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/ipad-support-technical-information-dLmeFvKofC)
- [TeamViewer Link](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/teamviewer-link-QyKZBMqUT9)
- [YouTube videos about LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/youtube-videos-about-learningspace-TMb3zdc0LC)
- [Customer Aftercare One-Pager](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/customer-aftercare-one-pager-GBWMe1BcfS)
- [Case Studies](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/case-studies-VcAbFqXSz7)