About the Case Report Methods Form

This service stores the set of report methods that are available for selection on a Cases form. It identifies methods in which cases are reported by customers to the organization, such as over the phone or from a website submission form.

Attachments Tab

The Attachments tab lists any files relevant to the Case Report Methods record.

General Tab

Name (required)

The name of the Case Report Method.

Description (required)

A description of the Case Report Method.

Rank

Specifies the relative rank of the case report methods. The available methods are shown in rank order from lowest to highest in the Case Report Method drop-down field on the Cases form.

Related Topics

Using Case Management

Managing Cases

Managing Issues