How to convert an Alert into Case


Assuming the alert has been throughly investigated and you would like to escalate the alert, you can turn the alert into a case.

At this point, your administrator should have configured a workflow button that can turn the alert into a case.

  1. From your alert, select the workflow button that will Create a Case:
  1. In the prompt, select any other cases and alerts you want to associate with the new case. You can also assign an agent to the case at this time:
1200 1200
  1. Select Create New Case
  1. A new page will load to fill out any required information before a case can be created:
  1. At the bottom of the pane, select Create Case:
  1. You case has been created.