Cases Overview
A case is the main record type in Case IQ used to track and manage an incident, investigation, complaint, and more. Users enter the case details through one of multiple intake methods (the in-application New Case form, by email following the steps in Add a Case via Email, or portal). After it is recorded, you can view the case details on the case's page (see A Case's Page), assign it to a Case IQ user as the Case Owner (see Assign a Case), and progress it through an established workflow (see Progress a Workflow to the Next Step).
When a case record is added, the application creates a unique number to identify it in the system. All details of a case will be associated with the case number, including other record types linked to the case, such as parties, notes, and forms. Any records added for a case to store any related case information are called the case's "child records".
Learn more about cases in the following articles: