Explorer Case Management

Case Management

Case Management is all about the active management and monitoring of cases. It provides a way to easily oversee activities and events that have an impact on cases, and manage the actions needed to resolve each case.

Case Overview
An overview of the Case Management page.

Case Management Tour
A tour of the main features of Case Management.

The Entry Dialog
The Entry Form is part of the Entry Dialog and is used to create new cases and edit existing ones.

Entry Dialog Tabs
How to access the commentary, attachments, related and auditing functions.

Entries Table
Sorting, filtering and displaying cases in the Entries Table.

Toolbar Functions
What functions are on the Toolbar and how to use them.

The Filter Bar
Use the filter options to customize which cases are displayed in the Entries Table.

Automatic Case Prioritisation
Create and maintain the AutoCaseCalculations spreadsheet, to enable auto-prioritisation of cases in Case Management.

Case Management Configuration
How to configure fields, named lists, field sets, and forms.

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