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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.
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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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