Create and manage cases for a consumer or household
Staff members with the location agent role can create and manage cases for consumers and households.
Before you begin
Role required: sn_customerservice.svc_location_agent, sn_customerservice.svc_location_consumer_agent, sn_customerservice.svc_location_manager
About this task
Staff members at a business location who have either the location agent or consumer location agent role can create cases for households and consumers.
Staff members or internal users who have a relationship with a household (based on the Relationship Manager responsibility) can create cases for that household and its members. Users with relationships to a household are listed in the following locations:
- The Household Team related list on the Household form.
- The Household Team Members list.
Relationship managers can perform the following actions on the cases that they can access:
- Add comments and work notes.
- Add attachments.
- Close cases.
When a consumer case is created or updated, the consumer receives an email notification. If a household is added to a case, the head of household is also notified when the case is created or updated.
Procedure
-
Navigate to All > Customer Service > Cases and select Create New.
-
Select the type of case that you want to create.
-
Perform one of the following actions.
|
Add a consumer. |
Select a consumer in the Consumer field. - If the consumer belongs to only one household, the Household field is automatically updated.
|
|
Add a household. |
Select a household in the Household field. - If the household only has only one current member, the Consumer field is automatically updated.
|
-
If desired, add other members of the household to the watch list.
If a user with a Relationship Manager relationship is creating a case for a household or household member, this user is automatically added to the watch list.
-
Select Submit.
The case is added to the Cases related list on the Household form.
Related topics
---
title: Create and manage cases for a consumer or household
description: Staff members with the location agent role can create and manage cases for consumers and households.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/manage-household-consumer-cases.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Configuring households, Customer data, Set up your environment, Configure, Customer Service Management]
---
# Create and manage cases for a consumer or household
Staff members with the location agent role can create and manage cases for consumers and households.
## Before you begin
Role required: sn\_customerservice.svc\_location\_agent, sn\_customerservice.svc\_location\_consumer\_agent, sn\_customerservice.svc\_location\_manager
## About this task
Staff members at a business location who have either the location agent or consumer location agent role can create cases for households and consumers.
Staff members or internal users who have a relationship with a household \(based on the Relationship Manager responsibility\) can create cases for that household and its members. Users with relationships to a household are listed in the following locations:
- The Household Team related list on the Household form.
- The Household Team Members list.
Relationship managers can perform the following actions on the cases that they can access:
- Add comments and work notes.
- Add attachments.
- Close cases.
When a consumer case is created or updated, the consumer receives an email notification. If a household is added to a case, the head of household is also notified when the case is created or updated.
## Procedure
1. Navigate to **All** > **Customer Service** > **Cases** and select **Create New**.
2. Select the type of case that you want to create.
3. Perform one of the following actions.
<table id="choicetable_cyw_rnc_gmb"><tbody><tr><td id="d200698e112">
**Add a consumer.**
</td><td>
Select a consumer in the **Consumer** field. - If the consumer belongs to only one household, the **Household** field is automatically updated.
- If the consumer belongs to more than one household, select a household from the households that a consumer belongs to in the **Household** field.
- If the consumer doesn’t belong to a household, you can leave the **Household** field empty.
</td></tr><tr><td id="d200698e145">
**Add a household.**
</td><td>
Select a household in the **Household** field. - If the household only has only one current member, the **Consumer** field is automatically updated.
- If the household has multiple current members, select a consumer from the household members in the **Consumer** field.
</td></tr></tbody>
</table>4. Fill in the remaining fields on the [Case form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/r_CustomerServiceCaseForm.md).
5. If desired, add other members of the household to the watch list.
If a user with a Relationship Manager relationship is creating a case for a household or household member, this user is automatically added to the watch list.
6. Select **Submit**.
The case is added to the Cases related list on the Household form.
**Related topics**
[Service Model Foundation cases](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/industry-data-model-cases.md)
| title | Create and manage cases for a consumer or household |
| description | Staff members with the location agent role can create and manage cases for consumers and households. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/customer-service-management/manage-household-consumer-cases.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Configuring householdsCustomer dataSet up your environmentConfigureCustomer Service Management |