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Case Management

913 bytes removed, 09:48, 28 March 2012
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=='''My Forms'''==
In the section '''My Forms''', the following functionality occurs:
*Submit a form
*My Forms
==='''Submit a form'''===
*Choose a case.
*Choose a form from the dropdown menu.
*The form will open once you have chosen it.
*Fill out the form.
*Submit form.
 
==='''My Forms'''===
*Choose a case.
*Enter a Case Id and select an Outcome
*The options for the case selected will be displayed on the screen.
*Render the form.
 
<br/>
=='''My Reports'''==
In the section '''My Reports''', the following functionality occurs:
*My Reminders
*My still Open Cases
 
==='''My Reminders'''===
*A list of reminders for incomplete cases will be returned
*The Incomplete cases will be displayed in red showing precisely the records that were not finished.
 
==='''My Still Open Cases'''===
*Choose a case.
*A report listint all the Incomplete records will be returned to the screen.
*Choose the record you wish to update.
*The record will open.
 
<br/>
=='''My Cases'''==
In the section '''My Cases''', the following functionality occurs:
==='''Process a case'''===
*Select a case from the list displayed.
*If there are no records cases left to process, no records cases will be returned.*For example, if all the records cases have been processed with '''Complete Outcomes''' they will be no more processing to do with these recordscases.
*However, if there are cases in the queue to be processed, the next case in the queue will be handed back to the agent to process.
*The agent processes the case by choosing and chooses the outcome for this case before saving the details.*Depending on the outcome selected, it may need to be processed further(Incomplete), therefore it will be placed back on the stack for further processing.*Or it may be a completd case, therefore will not need to be processed further(Complete), therefore will be placed in the Finished Outcome list.
==='''Look up a case'''===
*Select a case from the list displayed.
*If you know the record case ID, enter it into the record ID text box and press return.
*If you do not know the record ID, place the cursor in the record ID text box and press return.
*All records will be returned to the screen.
Philip Lacey
Anonymous, bureaucrat, administrator
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