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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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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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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.
For a general walkthrough of the reporting tab and creating or editing reports, view the Reporting in Salesforce Overview
For a list of Report Types and a link to OIEC specific reports, view the OIEC HRI Reports page.
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Dashboards Tab
In Salesforce, Dashboards are collections of reports. The Dashboards tab will show all Dashboards available to you.
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Once you’ve returned to the case page, you should now see the added Action populated in the Actions object
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Adding Notes to a Case
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Adding Notes to a Case
New Case Notes can be added from the Case page or from the Case Contacts page.
In both instances, add a note by clicking the New Case Note button in the upper-right corner of the page
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When adding a new note from the Case page, you will see the view below.
Type - the source of the note
Confidential Status - allows suppression of the note in certain views
Date/Time - this will default to the current date/time, but can be adjusted if necessary
Confidential - Can hide notes in print views
When adding from the Case page, the note will be tied to the case, but not a specific Case Contact
Click the Save button to add the note to the case
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When adding a new note from the Case Contact page, you will see the view below.
The fields are in a slightly different order, but the same
When adding a note through the Case Contact page, the note will be tied to the case as well as to the case contact
Click Save to add the note to the Case and Case Contact
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To view Case Notes, click the Case Notes tab or click the View Case Notes button in the upper-right corner
These view will show notes whether added through the Case page or the Case Contact page
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Participant Flow
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.
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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.