How to record a new case

A case is used to document the pre-discussions before something relating to a tenancy turns into a breach. This guidance will show you how to record a case in Zavanti.

1. Click on Tenancies under Housing to view all current Tenancies.
2. Search for the Tenancy you wish to record a new case for.
3. Click the CASES tab from the top menu.
   
   
   
4. Click on + New Case.
   
   
   
5. Choose the category from the dropdown.
   
   
   
6. Choose the subject from the dropdown, using the tick boxes.
   Note: multiple can be selected.
   
   
   
7. Depending on the subject you choose will determine what fields appear that you need to complete.
8. Complete the additional fields that appear:
   • Add a 'Case Title'.
   • Add a 'Reported on' Date.
   • Add a 'Reported by'.
   • If the person reporting this issue would like to remain anonymous then tick the box.
   • Add the 'Origin'.
   • Add the 'Severity' of this case.
   • Navigate options for if this is a formal complaint.
9. Press Save on the record.