New cases can be added directly to Companion without using an email. The form is the same as when creating a case from the Inbox however the concern / complaint box isn’t prepopulated.

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Please note: If you have Member access, this is the only way you can log a new case.

Click + New Case in the top-right corner of the screen
Complete the Complaint / Concern field
Select the Report Method
Record the Report Date (this can be backdated if required)
Optional: Use CompanionAI to generate a Case Title, or enter a title manually
Optional: Use CompanionAI to generate a Case Summary, or enter a summary manually
Optional: Use CompanionAI to generate Key issues
Select the appropriate Case Stage
Assign a Case Owner
Enter the Acknowledgement Deadline and Resolution Deadline dates
Add all relevant People Involved (complainant, subject, witnesses)
Select the relevant Status
Click Submit to create the case

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Please note: The steps marked as Optional can also be completed once the case has been created.

The case will now appear in your Cases tab.