OpenEye SaleGuard - Manual (Page 53)

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Case Overview
This section is used to organize the general information of the Case File, including ongoing notes and
the dollar amount in losses.
Case Type – Choose from user-created case type, add a case type.
Priority – Choose from High, Medium, and Low priority. This will be reflected in Priority sorting.
Status – Open or Closed, Open cases are shown by default in the Case List.
Investigator – User who is investigating the case.
Case Manager – User who is managing the case.
Employee ID – ID of the employee under investigation.
The employee under investigation must exist in the transaction data as a SaleGuard user or
an Operator.
Funds Lost – Dollar amount that was lost regarding the Case File.
Funds Recovered – Dollar amount that was recovered regarding the Case File.
Net Loss (after recovery) – This field calculates the difference between the Funds Lost and Funds
Recovered fields.
Case Notes – Free written notes regarding the Case File, formatting supported.
The case type is a user-created category that Case Files are sorted into.
1. Click Add next to the Case Type dropdown menu.
2. Click Add in the Case Management Setup window.
3. Type the name of the new Case Type and then click
OK .
4. Click OK to close the Case Management Setup
window.
The new Case Type is now available in the Case Type