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Click on the images to make them larger
The listing can be sorted by each of the column names
From here you can view a case (by clicking on the blue highlighted case number), search for an employee record, create a new case, change the case owner, and open up a view of the case details that can be printed out
You can also access reports and dashboards using the navigation tabs
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You can also use the global search to look up older Sharepoint HRI cases with the case number from the old system.
Cases
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Adding a New Case
Creating a Case from the Employment Record
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Add a note by clicking the New button on the right of the Case Notes object box:
When adding a new note from the Case page, you will see the view below.
Date/Time - These fields auto-populate to the current date/time, but can be edited
Action - allows the note to be linked to a specific action on the case
Contact Method - the type of note can be tracked
Click the Save button to add the note to the case
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| Note |
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If copying/pasting in text into a Case Note (e.g. from an email) 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. |
Displaying all Cases
The homepage view of “My Open Cases” only shows up to 30 cases. If you have more cases than this you must click on the “Homepage - My Open Cases” Button. The total number of open cases are visible on the Homepage.
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