SafeGrounds User Guide

Working a Case

Managing actions, attachments, emails, and case activity in SafeGrounds

Overview

This section covers the tools used to document and manage case activity. Learn how to complete Evaluation and Resolution phases, track Actions, upload Attachments, manage Attributes, and communicate using Email functionality.

In This Section

Actions, Attachments & Attributes — How to record actions, upload attachments, and manage case attributes
Email Functionality — How to send and document emails directly within SafeGrounds