How To Administer a Case Office Deprecated
Case Office Administration Within Case Work, users that are logged in with privileges for managing a Case Office will see a Case Office Administration tab. The features available under this tab allow you to configure your Case Office and the Staff assigned to it. Finding a Case Office This option is only available if you […]
How To Manage Case Office Categories
Manage Case Office Categories
How To Use Inbound Channels
Inbound Channels Critical to the efficiency of any case management system is an ability to create new cases as easily and as quickly as possible. While the system provides a web and mobile interfaces that are simple to use, information needed to create a new case is often already captured elsewhere. For example, a new […]
How To Use The Case Work Dashboard
Case Work Dashboard Users with a role of Office Administrator or Office Staff are able to access a dashboard that aggregates and summarizes information for the Case Office as a whole. This is the main landing page of the Case Work application. This guide provides an orientation to the key features of the dashboard including: […]
How To Find A Case
Finding Cases The ways to find a Case include the Find feature, the Case Work Dashboard, the My Cases page, and the Cases tab in selected Contact’s profile. There are four ways to find a case: 1) Finding the Cases assigned to you. 2) Finding the Cases linked to a specific Contact in the database. […]