How to create a new case

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How to add a new case

  1. Log in to Pathfinder https://login.optimopathfinder.com.au/
  2. Make sure you are on the Home page (if not, click the Home link on the top right)
  3. Make sure your personal details are up to date, so the results documents will be filled in with the correct details, too. For more see Editing your Profile page.
  4. Click the Add new case button:
    1. If you have a free trial case, it will open your case
    2. If you have no free trial and no pre-paid cases, you will be directed to a payment page where you can chose your case bundle (1, 10 or 20 cases) and then pay online with a credit card.  After you have you paid, you can add cases with the Add new case button
    3. If you have pre-paid cases, a pop-up will tell you the number of cases you have left in your bundle before the case is added.
  5. Once you have created a case, at the Start step (top menu) you can choose buttons to either:
    1. Fill the case with sample data (for more, see How to use the sample data in Pathfinder); or
    2. Start with a blank case; or
    3. Continue editing the case, if you had started it previously (or go straight to the Personal details step (top menu))
  • Every time you finish entering data in a field it will be saved automatically
  • You can log out of the case and come back to it later

Video - How to run a case from scratch

Video

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