Creating Your First Case

Case Management | 16 views | Oct 29, 2025


Creating a case in CaseConnect is simple and straightforward.

**Step 1: Navigate to New Case**

Click the "New Case" button in the navigation bar or on your dashboard.

**Step 2: Enter Case Details**

Required fields:
- **Case Title** - A brief, descriptive name
- **Case Number** - Your internal case reference (auto-generated if left blank)
- **Incident Date** - When the incident occurred
- **Status** - Active, Cold, Closed, etc.

Optional but recommended:
- Description - Detailed case summary
- Location - Where the incident occurred
- Case type - Category/classification

**Step 3: Add Victim Information**

If applicable, add victim details:
- Name
- Age/DOB
- Physical description
- Photo
- Additional notes

**Step 4: Upload Evidence**

Attach any relevant files:
- Photos
- Documents
- Videos
- Audio recordings

**Step 5: Set Privacy**

Choose who can access this case:
- **Private** - Only you and team members
- **Team** - Anyone on your team
- **Public** - Listed in public database

**Step 6: Save**

Click "Save Case" to create your case.

**After Creation:**

You can always:
- Edit case details
- Add more evidence
- Invite team members
- Create a tipline
- Generate reports

**Best Practices:**

- Use clear, descriptive titles
- Add evidence as soon as possible
- Keep case details up to date
- Use tags for easy organization
- Set reminders for follow-ups


Was this article helpful?

Article Information

Category:
Case Management

Author:
root

Last Updated:
Oct 29, 2025

Views:
16

Still Need Help?

If this article didn't solve your problem:

Create Support Ticket View FAQs