Case Management - Tasks

How-To's for managing cases within Guardian

Access Levels and User Roles
Definition of User Roles Super Admin – The System Administrators of your institution’s Guardian platform. Super Admins may perform any function within ...
Thu, 4 Jun, 2020 at 11:02 AM
Case Management - General
Tue, 9 Jul, 2019 at 11:18 PM
Assigning or Changing a Case Owner
Tue, 9 Jul, 2019 at 11:17 PM
Adding an Expected Close Date
Tue, 9 Jul, 2019 at 11:22 PM
Converting an IR to a Case
Mon, 5 Aug, 2019 at 1:48 PM
Workflow View versus List View
Tue, 6 Aug, 2019 at 10:53 AM
Modifying Details of a Case
Tue, 9 Jul, 2019 at 11:26 PM
Changing the Case Type, Incident Type, or Workflow of a Case
Tue, 9 Jul, 2019 at 11:26 PM
Changing the Stage of a Case
Mon, 5 Aug, 2019 at 1:49 PM
Merging multiple Incident Reports or Cases
Tue, 9 Jul, 2019 at 11:25 PM