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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 ...
Mon, 16 May, 2022 at 12:02 PM
Case Management - General
Tue, 9 Jul, 2019 at 10:18 PM
Assigning or Changing a Case Owner
Tue, 9 Jul, 2019 at 10:17 PM
Adding an Expected Close Date
Tue, 9 Jul, 2019 at 10:22 PM
Converting an IR to a Case
Mon, 5 Aug, 2019 at 12:48 PM
Workflow View versus List View
Tue, 6 Aug, 2019 at 9:53 AM
Modifying Details of a Case
Tue, 9 Jul, 2019 at 10:26 PM
Changing the Case Type, Incident Type, or Workflow of a Case
Tue, 9 Jul, 2019 at 10:26 PM
Changing the Stage of a Case
Mon, 5 Aug, 2019 at 12:49 PM
Merge FunctionMerging multiple Incident Reports or Cases
Fri, 9 Sep, 2022 at 7:34 AM
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