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 Home Screen

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The Home Screen is the first menu shown when you first login to the system. The toolbar buttons at the top of the screen are used to navigate throughout the system. While working within the various sub-menus of the system, a  Home button is available for navigating back to this screen.

Several panes are also included within the main display area of the Home Screen, as shown in the picture to the right. These panes contain information and tools for some of the most frequently accessed areas of the system. Each pane may be  expanded or  collapsed by clicking the button in the upper-right corner.


Toolbar
Select from the toolbar options below for more details about each menu:


Cases


Schedule


Ticklers


Alerts


Tasks


Legal Pad


Templates


Reports


Admin



Dashboard
Details and instructions for each pane:

My Recent Cases

Cases that you've recently created, edited or viewed are shown here in the order that each case was accessed.

Left-clicking a Case from the list will display the Case for viewing & editing purposes.

Right-clicking a case provides an option for adding the case to your Legal Pad.

Multiple cases can be added to the Legal Pad for fast and convenient note viewing and editing. For more details, please see the Legal Pad section of this manual.

 Schedule

Displays a list of upcoming scheduled events on your calendar. The events shown here are based on your Preferences in the
Events menu.

Left-click any event to view it on the calendar view.

Right-clicking an event will provide options for editing the Case that's associated with the event as well as editing the Event directly as shown below.

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My Alerts

Alerts are notifications sent to you by other users. Alerts are most commonly linked to a note on case but can also be linked to a basic note created in the
Alerts Menu.

Alerts may also be sent to a group of users to provide multiple people with important case related information.

Left-click an Alert to view the Case associated with the Alert.

Right-clicking an Alert will display the following options:

Clear - Clears the selected Alert.
Clear All - Clears all Alerts (notes associated with the Alerts will still appear on the Notes tab of the cases).
Print - Prints the selected Alert.
Print All - Prints all Alerts.
Edit - Opens the Alert in an Edit window.

Time Entries

Displays all Time Entries that have been created today and any previously created Time Entries which are still incomplete.

Left-click any Time Entry to launch the Timesheet.

Right-clicking a Time Entry will provide options for editing the associated Case as shown below.

 

 


 

My Tasks

Displays all Tasks that have been assigned to you specifically. Tasks are most commonly linked to a note on case but can also be linked to a basic note created in the
Tasks Menu.

Right-clicking a Task will display the following options:

Clear - Clears the selected Task.
Clear All - Clears all Tasks (notes associated with the Tasks will still appear on the Notes tab of the cases).
Print - Prints the selected Task.
Print All - Prints all Tasks.
Edit - Opens the Task in an Edit window.

My Recent Reports

Displays a list of the most recent reports you've run. Selecting a report from the list will select it from the
Reports Menu.

Ticklers

Displays all of your tickler reminders. See the Events section for more details.

Right-clicking a Tickler will provide options for editing the Case that's associated with the event as well as editing the Tickler directly as shown below.



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My Pending Documents

This section contains all of your Pending
Auto Docs. Auto Docs are documents that have been added to a queue for automatic generation and printing during the case input or edit process. Selecting any document will open a list of all documents that are in the queue to be generated or printed.

 

See also

Welcome
Home Screen
Staff Training
Login
Get Help
FAQ
Cases Menu
Case Management
System Requirements
Case File