Fulfilling Record Requests with Case builder

Case builder is a tool for generating a zip file of reports and attachments. It can be used to fulfill records requests that you may receive the general public or other government agencies.

The case builder is accessed through the case builder tab.

1. Click the Add button

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2. The case file editor will open.

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3. Enter a descriptive title for the case file.

4. Select the standard template.

5. Select the form that you want to include in the zip file.

6. Select the report and output type.

7. Then click the Add button. The report will move to the Select Output section.

8. Attachments may be added by clicking on the attachment tab, selecting the attachment and clicking the Add button.

9. Once you have selected the reports and attachments that you want to include, click the OK button.

10. Click the Export button to create the zip file.

11. Click Yes when prompted to “zip all exported case items together”

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12. Provide a save location for the zip file when prompted.