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Global features for working a case, including bulk actions, chronology and time recording
The Data Table Upload feature enables users to import structured data from an Excel or CSV file into the system. This feature offers a flexible method f...
Bulk assign is the ability for a user with the required permissions, to multi-select a list of items in a list view and bulk assign them all to a new ow...
This legacy feature is now replaced with the Data Table Upload feature. Bulk data uploads allow the mass load of configuration data into the system. F...
A bulk phase action allows the user to select multiple items in a worklist and then transition them from one phase to another. Once a user has chosen th...
Chronology provides the story of a work type. It includes key events such as communications being sent and received, information being updated, and docu...
Jump to phase allows an administrator (or a user with jump to phase global permissions) to move a work type from one phase to another that is not usuall...
The Time Recording global feature controls how time is captured, recorded, and submitted across the system. Modeller > Global Features > Time Rec...
This global feature is a subfeature of the Core Case global feature. This feature is used to identify what options are available on the Create menu as...
This global feature is a subfeature of the Core Case global feature. This feature is used to identify what options are available on the standard (non-...