Case Notes (1) can be added by opening the rich text box and entering necessary text. Case Status (2) and Case Type (3) are customizable picklists and the appropriate option can be selected for each, when applicable. The date/time the case was opened and the user who opened the case are displayed at the top of the window for existing cases (4).

If your lab uses iResults, the Release Security field allows the user to specify whether final reports for each request can be Unrestricted (viewable by all Case Agency representatives), Requesting Agency Reps Only (viewable by representatives belonging to the Requesting Agency), or Requesting Staff Member Only (viewable only by the requesting representative).

For existing cases, you can add Related Cases. To do so, click the green plus "+" next to the Related Cases section and search for your related case. Once you find the appropriate case, click the green checkmark next to it to select. Add a Note, if applicable.

You can configure a case message that will be viewable as running text for each case. To do so, simply enter the message text in the Case Message field and then give your message a Message Expiration Date. The message will discontinue running after the specified date is met.