General application preferences (MD)

Select General preferences from the General settings.

To access the General settings, select Administration from the top bar dropdown.

This screen allows you to set a number of options.

Understanding the information displayed:

Application title

The title of the application. This will display in for e.g. the dropdown when you have access to different parts of the system / authority:

Works management preferences

Enable filters for unassigned work - This will allow Team administrators to filter work by Team they manage, Age of case and Case type:

Allow cases to be assigned to any user with ‘Full Case Access' regardless of team assignment - Users with the ‘Full Case Access’ permission may now be allowed to be assigned a case regardless of the team assigned to the case and the user’s team memberships.

Restrict case re-assignment to be carried out by team administrators only - This option allows you to restrict any re-assignments of cases to team administrators only.

Restrict 'Undo completion' of tasks to system administrators - This option allows you to restrict 'Undo completion’ tasks to System administrators only.

Allow cases to be merged -

Show Enterprise Dashboard in Manage Cases - The Enterprise Dashboard feature can now be accessed from the Manage Cases area of the iCasework platform as well as in the Reporting area.

This displays the general preferences screen for the current workspace. Two new preferences can now be set related to the display of the Enterprise Dashboard:

You can set the ‘Show Enterprise Dashboards in Manage Cases’ preference to Always or Never (if you want to continue to restrict access to the Enterprise Dashboard to only users with reporting area permissions). If Always is selected, another option is presented. This allows the setting of a preference that determines whether to show the Enterprise Dashboard to users with reporting restrictions. This preference allows the Enterprise Dashboard feature to be hidden from users who would normally have access to the enterprise dashboards.

Application title

The title of the application. This will display in for e.g. the dropdown when you have access to different parts of the system / authority:

Works management preferences

Enable filters for unassigned work - Team administrators will be able to filter unassigned cases and tasks by Team Age and Case type. Useful if you have users who act as Team administrators for more than one team:

Allow cases to be assigned to any user with ‘Full Case Access' regardless of team assignment -
Restrict case re-assignment to be carried out by team administrators only - This option allows you to restrict any re-assignments of cases to team administrators only.
Restrict 'Undo completion' of tasks to system administrators - This option allows you to restrict 'Undo completion’ tasks to System administrators only.
Allow cases to be merged -

Show Enterprise Dashboard in Manage Cases -

Show Enterprise Dashboard for users with reporting restrictions? In addition to displaying the Enterprise dashboard to users in Manage cases screen, you can decide if the dashboard can be viewed by those with restriction to reporting data.

Correspondence paragraphs:

Enable caseworkers to maintain template paragraphs - users will be able to set up and maintain their own paragraphs from the Me/ Template paragraphs:

Chat preferences

Enable caseworker chat - Allows the option to chat with colleagues from the Contact a colleague option within the What's next area:

Retain caseworker chat - The chat will be retained against the case from which it's created.

Enable self-service chat - Allows the option to chat with self-service users

Case note preferences

Enable read-only users to add case notes - This option will allow read-only users to add case notes.

Show alert when general notes exist on a case - The General notes area will become an Alert area:

Any notes added here will display a pop up message for whoever accesses the case:

Timeline preferences

Enable event hiding - Allows you to use the eye icon and hide items from What's done and the Timeline:

Show actions due

Reporting preferences

To display charts (bar, stacked bar or pie charts) in either 3D or 2D.

Document scanning preferences

Allow scanning by caseworkers - To allow caseworkers to scan documents. Please note this will require installation of a twain driver.

Index scanned or updated PDF documents - Will index PDF docs that are part of the initial case submission (so you can search on words in it), and also OCR them.

Self Service preferences

Allow case notes to be published to the Self Service portal
Allow case documents to be published to the Self Service portal

Data removal and redaction preferences

You can enable options to:

Allow case details to be redacted - Redaction can only be carried out by system administrators.
Allow documents to be redacted - This will allow users to redact PDF documents. Please see separate article on use of redaction:
Document redaction disclaimer: This is required for document redaction. Please contact the helpdesk to obtain a license key.

For uses of Amazon Web Service (AWS) you will also have an additional options:

The Amazon Web Services (AWS) utilise machine-learning to enhance the initial redaction of documents through AI based algorithms. You will need an AWS account to enable this option. We strongly suggest you consider implementing this feature – it will identify a wide range of entity names and identifiers and will save considerable effort when redacting large documents.

Allow cases to be anonymized - Anonymizing cases will remove all personal details, notes, correspondence and transaction details from closed cases, leaving basic details for reporting.
Retain additional files uploaded through emails sent 'securely - Files uploaded when sending an email through our secure email feature are automatically removed when the email link expires. This option will override this behaviour and retain these additional files.
Automatically remove customer records when no longer involved in any cases -
Allow cases to be removed entirely - Allow cases to be removed entirely by system administrators.
Automatically remove customer records when no longer involved in any cases - Cases will be removed in line with configured retention periods. Select this option to automatically remove customer records when no longer involved in any cases.

Search preferences

Default date range for searches - The number of days entered here will control the default date range when searching for cases.

General application preferences (MD)

Understanding the information displayed:

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