Managing cases using Clearance Drive - Clearance

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

To create a case in Clearance Drive:

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.

To search for a case using Clearance Drive:

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.