Templates - Adding a New Case Template

The Administrator may add New Case Templates to the system by:

Select the Administrator Menu.
Select the Templates & Scheduling menu item and click Manage Case Templates. This will open the System Templates screen.
Select the New button. This will open the Case Template Properties screen.
Enter a Name for the Case Template.
Enter a Issue
Select the Case Type you wish the Template to return.
Select the User the Case was Received By (if known).
Enter the Details.
Select a Team.
Select the Functional Area
Select the Priority
Select the Primary Qualifier.
Select the Secondary Qualifier.
Select the Tertiary Qualifier.
Press the Save and Close button to Save this Case Template.