Articles

• Logging in

  Single Sign-on via AAD If your organisation uses Azure Active Directory (AAD), you can log into your system seamlessly using your usual AAD username and...

• General Navigation - Understanding Portals and Blades

  Out-of-the-box, the application is designed with a standard interface, depending on your persona. Personas are categorisations of users. For example, yo...

• Your Workbench

  Your window into the current state of your matters and tasks.

• Manage Case Participants

  Work Type > Action bar > Participants > Manage Participants If configured, another way to access Participants in the Work Item view is on the l...

• Bookmarking work

  Use bookmarks to 'save your place' in the system. You can bookmark a particular case with a click. Once you've bookmarked a case, access it via the My C...

• Introducing Notifications

  They system can be configured to notify the user when certain actions have occurred. For example, a notification could be sent under these conditions: W...

• Working with Key Dates

  The Case Plan generates case Key Dates automatically when required. Case Key Dates are designed to track important dates within the system and inform th...

• Understanding the Case Chronology

  Introduction The chronology records all the actions undertaken on a case. Including scheduled tasks completed in the worklist and ad-hoc activities such...

• Working with Tasks

  Tasks represent the pieces of work that need to be completed by users. They provide helpful checklists and user interface links that get work done in an...

• Glossary

  This is a auto-generated Article of all your definitions within the glossary. Glossary This is a auto-generated Article of all your definitions within t...

• Workbench Radars (from 7.10)

  Most radars on the workbench are created using reports.    For example, the My Matters Radar consists of 3 reports: My Cases The My active case count re...

• Calling a Workflow from a Business Event

  Triggering Workflows via Events The workflow engine uses a technology called ‘complex event processing’. This is robust technology that has been proven ...