Congratulations

Your training is complete. We hope you found it useful and relevant. You may be interested to know that we are currently upgrading all our training materials, especially the videos.

Thank you for taking the time to undertake this training program.

We wish you success incorporating Case Manager into your business practices and hope that you enjoy working with our software,

 

This training is a great start for learning Case Manager, however we can't cover every feature in this program. And we don't think that you would want us to.

The idea is that more detailed online help is available in the remainder of this site. We urge you to explore it so that you can easily locate information when you need it.

  1. Enter your search text in this area.

    2. The pages that match your search text will display the matching text with yellow highlights so that you can quickly locate the information that you need.

     

    If you want to search for a phrase rather than a word, type it inside quotation marks.

    The search results will only include pages where all the search words in the phrase appear together, rather than pages where any of these words appear anywhere on the page.

     

  2. Click this icon if you want to turn off the yellow highlights in the search results.

You will get more useful search results if you use the same terms as Case Manager does.

The learning site content is organised into eight sections. You can also use these sections to educate yourself systematically about particular features.

  1. Cases

    2. This section details cases, their management and what can be done at the case tabs: Details, Documentation, Contacts, Tasks, Calendar, Costs, Estimates, Account and Custom fields.

  2. Docs

    3. This section details system-wide information for creating all kinds of documents, including emails and using templates and merge fields.

  3. Accounts

    4. This section details system-wide information about costs, estimates, invoices, other accounting transactions and integration with accounting software.

  4. Manage

    5. This section includes the many kinds of Case Manager lists and management of issues such as security, access to cases, users, contacts, tasks and appointments, workflows and reports.

    It also includes functions for a user such as changing passwords.

  5. Tools

    6. This section covers general features including the system-wide grid functions and the sophisticated tools at the Case List.

    It also includes the search utility and other valuable tips for using the system generally.

  6. System

    7. This section covers onboarding, integrations, system settings and the setup, maintenance and backup of your system.

  7. FAQ

    8. This section contains sets of frequently asked questions, organised into separate topics.

    It also let's you know what's new at this site and in each release of Case Manager.

  8. Train

    9. This section contains your training program.

  1. This area shows you where the current page is located in the site.

    2. The section and sub-section names are clickable hyperlinks.

  2. On a desktop computer you can also see the other pages in the same section.

There are minor differences between the windows and web versions of Case Manager so each has its own learning site. The app also has its own site.

  1. This area indicates which of the three learning sites you are looking at and provides links to the other two.

On a tablet or smart phone the section names at the top RHS (C - J) are replaced by a 'hamburger' icon in order to save space.

Tap this icon to view the section names and make a selection.

On a phone or narrow tablet the menu at the RHS (L) showing the other pages in the current section is not displayed for space reasons.

We would like to know what you think about this training program.

Our questions include:

  • Was the training content clear and reasonably easy to understand?
  • Was the program well-organised?
  • Were the lab exercises and quizzes helpful?
  • Do you have any suggestions for improvements?
  • What would you like to see in our forthcoming suite of videos?

Please email learning@casemanager.biz with quick responses to any of these questions. Or simply call us on +61 2 8007 2941 and speak to our Learning Manager.