Managing cases using Clearance Drive

Create cases in Clearance Drive and review them in Clearance later.

1. From the Clearance Drive header, click Create case ().
2. Click Create new case.
3. Enter information into the case fields:
   1. Enter a name for the case.
   2. Assign the case to a department.
   3. Assign a category to the case.
   4. Enter an incident number for the case.

      

4. Click Create case.
   The case is created.

   Note:

   

   You can view the case in Clearance and add further field information and metadata to it there.

1. From the Clearance Drive header, click Search ().
2. Click Search.
3. Enter the search terms you require.
4. Double click the relevant case to view the files.