Features for all users

The Me dropdown option, in the top navigation bar, is available to all users and provides useful features to help you keep your details up to date and provides the ability for you to act on behalf of a colleague or for you to delegate access to a colleague.

Depending on your configuration some of these options may be greyed out or not available as your details may be pulled through from a 3rd Party system such as Active Directory or Novell through SAML/ADFS. If this is the case then contact your system administrator or IT department.

My profile

My Profile is where all your contact details are stored which are then used to populate your details in correspondence.

You should ensure your Name, Address, Email, Daytime Phone and Job Title are complete and correct. Any letter templates and emails generated using the system will automatically insert your contact information in the relevant fields; saving you time and trouble.

Preferences

The Preferences feature provides the user options to load a signature (used in correspondence generated by the system), set when and how often you receive reminders and how you use the system.

Template paragraphs

Users can set their own paragraphs to use in responses as long as the relevant merge item has been added to the template. Please see article on Editing and formatting correspondence templates / paragraphs for further details.

Correspondence templates

If allowed by System Administrators from General access privileges, caseworkers can amend Correspondence templates set up in Administration. Please see article on Editing and formatting correspondence templates / paragraphs for further details.

Correspondence paragraphs

If allowed by System Administrators from General access privileges, caseworkers can amend Correspondence paragraphs set up in Administration. Please see article on Editing and formatting correspondence templates / paragraphs for further details.

Change your password

You can change your own system password by using Change my password.

Act for colleague

That act for a colleague feature is a useful feature if you or a colleague are busy or away from the office and there is work which needs to be carried out on a case when you or your colleague are not available. This feature enables a user to record actions on a case without the case being re-assigned to them first. You can act on behalf of a colleague see acting for a colleague if you would like another user to act on your behalf you will first need to delegate access to them.

Delegate access

Users can allow up to 3 other users to act on their behalf.

Contact a colleague

Allow users to email or check contact details of a another user.

My Activity log

My activity log allows you to search an audit trail of your system activity by Transaction type within a date range.