Case administration

When Case Manager first starts, it automatically loads certain cases into the Case List.

Depending on what is set at the Case List Criteria, the Case List includes cases that the user is involved with.

To be directly involved in a case, a user must be listed in its Assigned to or Other Staff field in the case' s Case Details tab.

There are other options for access to cases through user security settings or membership in teams, etc. We will see how these are set up for users in the next lesson. You do not have to worry about how they provide access to cases during the training program, however you will find full details at Access to cases.

When it comes time for you to complete a case there are a number of options. You choose the option that best meets your needs now and in the future.

• Close the case, see below

The case and all its information will still be readily available.

• Archive the case

This marks the case as archived. The case will still accessible should you need to refer to it.

• Erase the case

This deletes most of the case information while retaining a summary of its financial data.

• Delete the case

This deletes all traces of the case.

When all case work has finished for a client, the file is ready to be closed.

All you need to do is to enter the closing date in the Case Details tab.

Once closed, the case is displayed in the Case List in blue text rather than in black.

Closed cases can be excluded from the Case List by using a filter setting in the Case List Criteria. We learned previously in Understanding the grid that you click toolbar button to open the Case List Criteria.