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Table of Contents

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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  • 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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Note

If copying/pasting in text into a Case Note (e.g. from an email) note that the source formatting will copy as well and may cause viewing issues, such as overlapping text. If you have this issue, a temporary fix is to delete the current note text that is causing the issue, and right-clicking in the notes box and “paste as plaintext” to repaste the note without formatting.

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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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