One way to create a case series is to create an empty case series and then manually add (type in or paste in) a list of case IDs, or transfer cases to the empty case series.

1. In the left navigation pane, hover on the Data Analysis icon (), then select Case Series.
2. Select the Create Empty Case Series link.
3. On the Create Empty Case Series page, from the Select a configuration drop-down list, select a configuration. You can click Browse to select from a list of data configurations.
4. Select Next.

   If you selected a data configuration that supports timestamped data, the Select As Of page appears so that you can specify an As Of data.

5. In the Name field, enter a name for the case series. The name does not need to be unique, although we recommend that you use a unique name.
6. In the Description field, enter an informative description of the case series.
7. Choose one of the following:
   • To assign the case series to an existing project, click Add to existing project and select the project from the drop-down list. Only projects associated with objects that you created or that are published to you appear in the list.
   • To create a new project and assign the case series to it, click Add to a new project named and enter a project name.
8. Select Save.
   The empty case series is added to the top of the Case Series page.
9. You can add or transfer cases to the empty case series.
   • To manually add cases, on the Case Series page from the case series' Row Action menu () select View Cases, select the Manually Enter IDs link, and append one or more case IDs.
   • To transfer cases to the empty case series, open a page or report that displays a list of cases, select a case, and then select Transfer to Case Series.