Case Manager for Web 6.0

Optimised processes means pages feel snappier and that means less waiting time for you.

Screens have a modern look and feel, so they're easier for you to scan and find what you're looking for. The tools are more intuitive, to support and enhance your work with Case Manager.

For experienced users of the previous web version, the quickstart video below will help you transition easily:

Users who are more familiar with the Windows version would also find Using the web version helpful.

Locating items in lists is much faster and more efficient.

The new search tool filters the list and highlights information containing the search text. Column filtering has also been improved.

These features don't just apply to the Case List. They apply to all lists, such as the Company List, the Document Templates List, etc.

Click image to see these features in action. Click again to close.

Management of documents such as Word files — locking, downloading and uploading — has been made clearer.

Your locked documents are now displayed prominently, with ready access to controls for uploading and monitoring.

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Note that:

• Above the process itself has not changed compared to previous versions of Case Manager.
• From version 6.2 onwards a new web document manager simplifies and automates this process considerably. The document management functionality shown becomes referred to as the classic web experience and you select your preference in your user options:

You can now preview images within Case Manager, zooming in and out as required.

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Admins can monitor license usage more easily by selecting Help > View License Usage from the main menu .

The License Usage window shows:

1. The total number of concurrent licenses
2. The number of temporary licenses in use
3. The users who are currently logged in with temporary licenses
4. The last time the user's license usage was renewed, i.e. when Case Manager was last active

See Case Manager licenses FAQ for further details.

When managing user access to Case Manager's powerful functions it's useful to search and filter the permissions. And now you can.

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The grid tools have been moved to more appropriate locations. They're separated into buttons for:

1. managing the list, and
2. managing the items in the list

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For example, Undo, Save and Delete are at the bottom of the screen, next to the item that they affect.

Buttons are only enabled when you need them.

For example, below you will see that the Save and Undo buttons are disabled until changes are made to the document.

In contrast, Add Cost and Delete are enabled and ready for use.

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This feature enables you to glance at buttons and quickly see what is happening.

Want to share a particular screen with another Case Manager user? Just send them a link using the URL in the browser address bar.

Once logged on, they can go straight to this piece of information simply by entering the URL in their own browser's address bar.

When you have a small amount of space you can quickly jump between the Case List and the selected case.

1. Display the case only
2. Display the Case List only
3. On iPads and tablets the vertical splitter bar divides the screen 50/50.

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As shown above, this feature is also available for all the lists.

Labels adapt to the screen size. On a regular computer a case tab is labelled with text and an icon.

On smaller screens, tab titles disappear, leaving only the icons:

Click image to see this feature in action.. Click again to close.