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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 home tab has two main sections: Homepage My Cases - OIEC, which displayed a list of your open cases sored by oldest open contact date, and the OIEC Dashboard, which shows a collection of common reports.
Homepage My Cases - OIEC
New - Create a new case (you can also create a new case by searching the Contact in the Global Search, selecting the appropriate employment record, then clicking the button Create Case).
List Search - Available to search for items in the case list by case numbers and alphanumeric text. Alternatively, the list can be sorted by clicking the header of the appropriate column. Columns can be resized by clicking and dragging the column dividing lines.
Contact Date, Second Investigator, and Investigator aren’t searchable. Use filters or sort on these fields instead.Case Number - Click on this number to view a particular case.
Quick Options - Edit & Delete a case.
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The Homepage My Cases - OIEC list is standard for all users. If you would like to create specific lists that you can create these on the Cases tab. See the List Views Guide for more information. |
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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 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.
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
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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| Note |
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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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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.