| 2. | Click Getting Started, and then click New Case to launch the Create New Case wizard. |
You can also open the New Case Wizard from the New pane by clicking Local Case.
| 3. | In the Enter case name and default time zone box, type a name for the case in the Case name field. |
You can use spaces, commas, and periods in the name, but you cannot use apostrophes, colons, quotations marks, slashes, or asterisks. We recommend that you don't use any punctuation except for the underscore.
The case name displays on the CaseMap title bar and prints on reports.
| 4. | In the Default time zone list, select the time zone where the case occurs, then click Next. |
The case time zone should reflect the primary location of where your case takes place and where most facts and events occur. Once you select the case time zone, you cannot change it later.
| 5. | In the Select the template to use dialog box, choose from the following options: |
| • | Use the default CaseMap template |
| 6. | Click the Add button to select a pre-existing or custom template. |
| 7. | In the Select Custom Template box, select the template you want to use, and then click Open. |
The selected template name and path now display in the Select a template box.
If you selected the wrong template, click the Remove button to delete.
| 8. | Click Next to continue. |
| 6. | In the Enter case staff information box, type in your first and last name in the Name field. |
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As the case creator, your user ID is automatically entered in the Staff box as an Author, and you are granted access to the default set of spreadsheet views, fields, and saved searches that authors receive.
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| 7. | In the Organization field, type in the name of your organization. |
| 8. | Under the Do you want to set up addition staff members for this case now option, select No and then click Next. |
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You can set up users later in File > Case Setup > Edit Staff. Waiting to add users restricts others from accessing the case until you have completed its design.
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| 9. | In the Where do you want to save your file box, click Browse to save the case on your network in the appropriate folder, then click OK and Next. |
The case file name is the name of the case database file that is saved to your machine or in a network folder.
The default location for case storage is the My Documents > CaseSoft > CaseMap folder on your hard drive. For other users to access the file, it must be stored in a network folder.
| 10. | Click Finish to create the new case. |
Your new case automatically launches within CaseMap so you can begin customizing spreadsheets and adding users. The case is not yet password protected; you can do this on the Tools menu by clicking Change Password.
The Case Jumpstart Wizard also launches after the new case opens. For more information see Using the Case Jumpstart Wizard.
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