How to Modify a Case

Once created, a Case can be modified or copied:

  • Modify a Case when you need to permanently change it.

  • Copy a Case when you need to use it in a different event, possibly with slight or significant changes.

  1. Find the desired Case


    1. through opening the containing Cabinet and selecting it,

    2. or using the scroll bar on the Cases panel,

    3. or using the search bar on the Case Manager screen.








  2. The Edit Case pop-up window opens automatically when you select from the drop-down list of possible hits.
    To open a Case, double-click the Case title or highlight it, then click Open in the Cases panel.

  3. The Edit Case pop-up window for the Case opens. 

  4. Modify the Case as desired, following the same steps as those used when creating one.

  5. Click anywhere or close the pop-up, as all changes are automatically saved.

IMPORTANT: If a Case has been used in an Activity and data entry has been made for it, any modification causes irreversible change and/or data loss.


For further information, visit our Case Manager and Cases - How to pages or watch our Case Manager Training Videos.