Create Case

To initiate a new client in the system and ensure the case is assigned to the appropriate caseworker

You can create a new case from two locations:

• Top-right corner of the Navigation Bar – Click the button

• Top-right corner of a Client Profile Page – Click the button, then select Create Case from the dropdown list

Step 1: Enter Client's Identifier

• Enter the Client's NRIC / FIN and click Verify .

Only a valid NRIC / FIN can be used to create a case.

Create Case - Input NRIC / FIN

Step 2: System Check for Existing Records

• If the NRIC/FIN exists → A new case will be linked to the existing client profile.

• If the NRIC/FIN does not exist → A new client profile will be created.

Step 3: Provide Client Information

• For existing clients → The system will auto-fill Name, Sex, Date of Birth, and Residential Status.

• For new clients → Enter the client’s details manually.

Create Case - Client exist in Social360

Create Case - Client does not exist in Social360

Step 4: Provide Referral Information

• Referral Date and Time – Specify when the referral was made.

• Referral Source – Select where the referral originates from.

• Referral Organisation (Optional) - Specify who the referral was from.

• Referral Reason – Choose the relevant reasons for the referral.

• Remarks (Optional) – Specify any remarks

Create Case - Referral Information

Step 5: Add Case Information

• Choose the appropriate Case Status:

  • Pending → Under review

  • Active → In progress

Learn more about case statuses here

• Assign the case to the appropriate caseworker:

  • If assigned to yourself, it will appear on your Dashboard for easy tracking.

Create Case - Case Information

Click Create, and upon successful submission, you will be redirected to the All Cases page.