Adding a case
To add a new case, go to the "My cases" tab and select the type of case you want to handle from the displayed list.
My affairs. Main view
After clicking on the selected case, we go to the view of adding a case.
There are two fields in the added case view:
- Case type
- Custom name (optional)
Important: The number of available fields depends on the selected case type.
Additionally, there is a field for entering a comment, which will also appear on subsequent views. You can only add a comment after you save the case.
If you accidentally select the wrong case type, you can change it at this stage by clicking the “Case type” field.
After adding the case, the case details view and the SEND FOR COMPLETION button will appear.
At this point, only the name can be changed. After making the change, the SAVE CHANGES button will appear and the view will update with the new name.
Letters and numbers separated by a slash will appear before the proper name. The letters indicate the case type and the numbers show the case number in order:
- COM – Completing documents
- WO1 – Application for issuing documentation
- WE1 – Request to change e-mail address
- WD1 – Application to change personal data
- WB1 – Application to change the bank account
This view also includes the Status field, which will change while the case is being processed.
After clicking the SEND FOR COMPLETION button, the inscription on the button will change to SEND FOR ACCEPTANCE and the case status will change to “Under completion”.
After clicking SEND FOR ACCEPTANCE, the case status changes, and instead of the SEND FOR ACCEPTANCE button, two new options will appear:
- SEND FOR CORRECTION – By selecting this option, the process returns to the SEND FOR ACCEPTANCE view.
- ACCEPT – After acceptance, the case status changes to "Loading documents into the system". At this stage you still have the option to send the case for correction.
Once the case has been added to the eFolder by the administrator, no changes other than changing the name will be possible.