Adding, editing, and deleting a case library shelf

Matthew Yarro Updated by Matthew Yarro

Adding a shelf

To add a new shelf:

  1. Click Main Menu ().
  2. Click the Case library link.
  3. When the Case library page opens, click Add shelf.
  4. When the Create shelf dialog opens, enter a label (name) for the shelf.
  5. Click Create.

Important: Clicking Close (X) closes the dialog without saving changes.

Editing a shelf name

To edit a shelf name:

  1. Click Main Menu ().
  2. Click the Case library link.
  3. When the Case library page opens, click Edit shelf () for a shelf.
  4. When the Edit shelf dialog opens, change the name of the shelf.
  5. Click Save.
    Important: Clicking Close (X) closes the dialog without saving changes.

Deleting a shelf

To delete a shelf:

  1. Click Main Menu ().
  2. Click the Case library link.
  3. When the Case library page opens, click Edit shelf () for a shelf.
  4. When the Edit shelf dialog opens,lick Delete ().
  5. When the Delete shelf confirmation opens, click Yes.

    Important: Once a shelf is deleted, it cannot be undone.

    Important: Clicking Close (X) or No closes the dialog without saving changes.

    Note: A shelf must be empty before it can be deleted.

Moving and removing cases from a shelf

To move a case into a shelf or remove a case from a shelf:

  1. Click Main Menu ().
  2. Click the Worklist link.
  3. Click the Case selection checkbox next to the case or cases you wish to move.
  4. When the Worklist actions panel appears, click Move ().
  5. When the Move to shelf dialog opens, select a shelf name from the Selected shelf dropdown to move the cases into that shelf, or select  Remove from shelf to remove the selected cases from a shelf.
  6. Click Move.
    Important: Clicking Close (X) closes the dialog without saving changes.

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