Managing Cases > Creating a Case

This section covers Creating a Case within CleanLink Site Manager. For help creating a case from the CleanLink Portal please see the Cases section in the Portal User Guide or Creating a Complaint to create a case from a mobile device.

Cases are linked to the site to which they refer. To open a new case, start from the relevant Sites page.

Create a case2

You will now see a list of all open cases for that site.

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This will bring up the Add Case screen. Use this to record details of the case.

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The case has now been created and has been issued with a Case Number.

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Once a case is open you can add a comment, add a picture or export it to a mobile for further action. For further information see Updating a Case.

Once resolved a case can be marked as Closed. For further information see Closing a Case.