Quick quiz

Let's assume that your system has been set up so that Comcare cases all have a category of Comcare. Simply go to the Activity List and add the new cost, making sure at the bottom of the screen that the cost is only linked to this category, see Add cost.

Go to the Employee List, locate the employee and click Set Password in the Employee tab to enable the employee to enter a new password, see Forgotten password.

You cannot simply remove Fred from the system because this will corrupt your historical data. Instead, at the Employee List locate him and set him as inactive, see Employee List.

As for Betty, you will probably add the Manager security group to her record in the Employee List (Security Groups tab), depending on how security groups are set up at your company.

Set up a formatted text template in Case Manager that contains all the standard text, formatted correctly. Add merge fields for all the client and case information required, see Templates and Case Manager.

You could create a new custom field. These enable users to store customised information in your Case Manager database.

In this scenario you would create a contact custom field rather than a case custom field, so that users can store a different date value for each contact in the same case, see Custom fields.

You restrict access to a custom field by restricting access to the custom field tab it is organised by. You simply restrict this to one or more case categories, see Lab - Custom fields.

First you should identify all your closed cases in the Case List using the filter options of the Case List Criteria.

Then you can archive all the closed cases, which moves their Word documents to a separate location. Their other case details remain available to you, see Case administration.

• a hardware failure
• a virus
• someone accidentally deleting the entire database file
• someone incorrectly deleting or modifying some of the information in the database
• a problem occurring during an upgrade or change process
• a fire

You have not backed up all the important files. You need to also make copies of the Case Manager files stored outside the database: the documents, templates and archive folders.

And you are not protected against:

• database corruption

You should use the utility we supply to check the integrity of the database and compress files before creating each night's backup copy.

• a fire in the room where the computer and backup are located

You should store the backup off-site.

More generally, your backup strategy should consider:

• the backup medium to use
• the exact files and folders to backup
• the backup software to use
• how often backups are performed
• regular checks of your backup files
• the location where backups are stored
• documenting and testing your recovery plan

See Backup planning for more details.