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Manage Cases
Employees can view, search, and create cases on the My Cases page.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To manage cases: | Employee Hub for Community Users |
View Your Cases
- On the navigation menu, click Help Center.
- Click My Cases.
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Click a case number.
On the case details page, you can view the case details, contact the service rep through Chatter, and search for a specific case. To view the status of your approval work items, click the Trace Approvals tab. An approval work item is created when you submit an approval request to your manager. If you aren’t a manager, the Approvals tab remains empty.
Create a Case
- On the navigation menu, click Help Center.
- Click My Cases.
- Click New.
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Fill the case form, and save your changes.
The case details page shows the details of the new case.
Recall an Approval Work Item
Recall an approval work item associated with a case if it's no longer needed or if you want to modify the case.
- On the navigation menu, click Help Center.
- Click My Cases.
- Click the Trace Approvals tab.
- Click an approval work item name link.
- Click the approval submission link.
- Click Recall, and then click Next.
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Enter the reason for recalling the approval work item, and click
Recall.
The status of the approval work item changes to Recalled, and the manager can't review this approval work item.
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