# Create Case

You can create a new case from two locations:

* Top-right corner of the **Navigation Bar** – Click the <img src="/files/QAsnJHtoC9m0GYDu28mJ" alt="" data-size="line"> button
* Top-right corner of a **Client Profile Page** – Click the <img src="/files/eJ7AHZ3JwW2hMIgO6uO2" alt="" data-size="line"> button, then select `Create Case` from the dropdown list&#x20;

#### **Step 1: Enter Client's Identifier**

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

{% hint style="info" %}
Only a valid NRIC / FIN can be used to create a case.
{% endhint %}

<figure><img src="/files/UizmEKA05nzPVGtparjo" alt="" width="375"><figcaption><p>Create Case - Input NRIC / FIN</p></figcaption></figure>

#### **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.

<div><figure><img src="/files/SW8CC7CeV6UJ7JQ3M9wM" alt=""><figcaption><p>Create Case - Client exist in Social360</p></figcaption></figure> <figure><img src="/files/7ZLLu1ypdbo39UxZidKV" alt=""><figcaption><p>Create Case - Client does not exist in Social360</p></figcaption></figure></div>

#### **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&#x20;

<figure><img src="/files/Xg0I1LJsfJwJfQ49YvCv" alt="" width="375"><figcaption><p>Create Case - Referral Information</p></figcaption></figure>

#### **Step 5: Add Case Information**

* Choose the appropriate **Case Status**:
  * **Pending** → Under review
  * **Active** → In progress

{% hint style="info" %}
Learn more about case statuses [here](/key-concepts/case-statuses.md)
{% endhint %}

* Assign the case to the appropriate caseworker:
  * If assigned to yourself, it will appear on your Dashboard for easy tracking.

<figure><img src="/files/aYPjYvkRjAecy5VVZS2W" alt="" width="375"><figcaption><p>Create Case - Case Information</p></figcaption></figure>

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


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://guide.social360.gov.sg/core-features/create-case.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
