Adding a case

Zaktualizowano 2026-05-28

How to add a new case?

To add a new case:

1. Click the Add case button with:
   • MENU option New Case (Candidate or Employee) OR
   • PLUS button in the lower right corner
2. In the open form:
   • enter the name of the case,
   • if necessary, change the case type
   • indicate an employee or candidate
   • complete additional fields if necessary.

Save the data by clicking SAVE.

Adding case window

Edit or Delete an existing case

You have two options to edit a case:

1. (Option 1) Click the ⋮ icon (three dots) next to the selected record and select
   • Edit
   • Delete

Edit button

2. (Option 2) Click directly on the case row to Edit or View the record (depending on permissions).

Record selection

We can modify the data of our Case in the drop-down panel on the side. It is possible to modify:

1. Tags
2. Name of the case
3. Deadline
4. Owner

Case editing panel

After making changes, you must select Save case.

Adding and editing a case in the CANDIDATES module

You can also add or edit a case from the Candidates module:

🔹 Go to candidate, 🔹 On the Cases tab you will find buttons that allow you to add or edit cases - they work the same as in the Cases module.

Function buttons

Each button opens a form that corresponds to its version in the CASES module. Add/edit forms can be found at the beginning of the article.

Sample case window

After creating a case:

Left side – Files

• Add files related to the case, e.g. recruitment documents, via the + Add files button.
• After adding the files, the Action button is activated - you can report that the files are waiting for further decisions. efob.pl

Action buttons

Right side – Details and actions

• Preview of case progress,
• Possibility to edit case data,
• Sending emails with access to the application.

Bulk adding cases

In addition to "manual" creation of Cases, our system also allows you to create many cases for many Employees at once. This option saves a lot of time while maintaining full control over the processes.

More about mass creation of Cases in the article: Adding a case – eFOB eFolder

Mass Case Creation Button