How can I edit case information?

If you need to update or correct details in the case information, you can edit them directly from the Case Page, provided you have permission to edit the case.

Steps to Edit Case Information

1. Open the case:

   • Open the case you want to edit by selecting it from your list of cases.

2. Open Case info:

   • In the panel on the right side of the case page, click Case records. The panel opens on the Case info tab, which shows the case details.

   • If a different Case records tab is already open (for example Medical notes), select Case info in the row of tabs under the panel title.

     

3. Start editing:

   • Click the round pencil button near the bottom of the Case info panel. The case fields become editable.

     

   • Change or update the information as needed.

     

4. Save your changes:

   • Click Save information to apply your edits, or Discard changes to leave without saving.

If You Don't See the Pencil Button

The pencil button appears only when you are allowed to edit the case. If it is missing:

• You may not have edit permission for this case.
• Your organization may allow only administrators to edit case information.

Ask your organization's Theator administrator to make the change or adjust your access, or contact Theator support.

Important Notes

• Verification: Double-check the information before saving to avoid errors in the case record.

What's Next?

• How can I add a participant that is not shown in the participants list of a case? — Add a missing team member while editing case information
• Theator Permissions Overview — Understand access levels and roles
• Case page Overview — Tour the rest of the case page