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Case Management Supervisor: Dossier Pages

Recommended for Case Management Supervisors and System Supervisors

Delivered online via video conference

Duration is 1 hour

About this course

What are Dossier Pages & Fields?

  • Introduction
  • Dossier Page Contents
  • Commonly Used Fields

Creating a Dossier Page & Linking to Work Types

  • Creating a Dossier Page
  • Editing a Dossier Page
  • Assigning a Worktype

Creating Dossier List Fields

  • The Dossier Fields Page
  • Adding a Dossier Field
  • Editing & Deleting Dossier Fields

Creating Dossier Fields

  • Adding Dossier List Fields
  • Creating Values
  • Ordering the List
  • Default Entries
  • Editing Dossier List Fields

Linking Dossier Fields to Dossier Pages

  • Linking Dossier Fields
  • Unlinking Dossier Fields
  • Designing Dossier Pages
  • Previewing Dossier Pages

Expert Types and Area of Expertise

  • What are Expert Types?
  • Adding an Expert Type
  • Editing an Expert Type
  • Adding an Area of Expertise