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Navigation Basics
Text in blue are links to that content. It is easy to navigate between the Case, Case Contact (CC-#), Allegations (AL-#), Actions (ACT-#), and Note (Note-#) pages by selecting the associated record ID # that is displayed on the page. A link back to the Case can be found in the upper left hand corner of child pages.
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The Homepage My Cases - OIEC list is standard for all users. If you would like to create specific lists , view creating lists in HRI-Salesforcethat you can create these on the Cases tab. See the List Views Guide for more information. |
OIEC Dashboard
Shows a standard collection of reports.
Provides information specific to the logged in user.
Click the Refresh button to ensure the most recent information is displayed.
Reports displayed on the dashboard can be changed and modified at any time. Under the OIEC Dashboard header, you can see the date and time of the most recent refresh.
Click on the blue “View Report” hyperlink on the bottom-left side of each report to view the full report.
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Cases Tab
The Case tab will show all list views you have created or have been shared with you. You can change and pin list views based on your preference without affecting other users.
List view dropdown - Select from available list views
Pin current view - Click the Pin icon to “pin” the current view. The pinned view will be set as default when viewing your Cases tab
New - Create a new list view
List view options - See available options such as new, clone, etc.
Filter - Set filters on the current view
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For help creating or working with List views, see the List Views Guide, or contact HRIT. |
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Reports Tab
The Reports tab will show all reports available to, created by, or shared with you. From this tab you are able to run reports, create your own reports, and create folders for reports.
Dashboards Tab
In Salesforce, Dashboards are collections of reports. The Dashboards tab will show all Dashboards available to you.
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Adding a New Case
Overview
There are two pathways for creating a case, the Case Flow (starting with a new case) and Participant Flow (starting with a participantsparticipant). Both pathways will yield the same result.
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The Participant flow case creation differs only in how a case is created and how the first Case Contact is added. Adding additional Case Contacts, Allegations, Actions, or Notes will follows the same step outlined in the Case flow.
Creating a New Case
The Participant flow creates a new case directly from an employment record.
Begin by searching for a contact through the global search and press enter.
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Refer the the Global Search section of Navigation Basics to determine what criteria can be used for the global search. |
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The information here may be edited if necessary since it will be copied to the specific Case Contact. This will not affect the system contact information stored in the HRI.
Note that student information--if it exists--will show for all contacts, even when added as an employee.
You now have a Case and the employment record selected through the search has been appended as a Case Contact. You can now add additional Case Contacts, Add Allegations, Add Actions, or Case Notes.