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How to start work on a case

This guide will show you how to find a case using the Self Service template, claim it, and start working on it.

Before you start

Steps

  1. Open the Self Service article.
  2. You will see tasks (in this case, cases) that are assigned directly to you, and any that you can claim and start working on. If a case is assigned to you, no one else can claim it to work on.
    Cases in Self Service

    You can sort your tasks by clicking on the column headings.
    Self Service Sorting
  3. Click "View all" to see all of the tasks

    Self Service View All

    This view also includes a search.

    Self Service Search
  4. Click the description in the left hand column to see more information about a case.

    Self Service Description Link

     

    This view displays a read-only view of a case and has buttons to start working on it.

    Self Service Details View

  5. To start working on a case, click the task button in the right hand column.
    Self Service Task Button

Result

  • The case will be assigned to you
  • The case will open and you will be able to review it
Last modified on 30 April 2026