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ER Case Number: You are able to identify an ER case number if there is a connected ER case.
Sharepoint HRI Case Number: Despite the name of this field, this case number is the Cherwell case number, and will only be populated for cases that came over from Cherwell.
Legacy Data: Similar to the preceding field, this field will only be checked if the case came over from Cherwell.
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Checklists Tab Section
This section will populate when you are working with a FMLA Case, OJI Case, or Parental Case. The displayed fields are conditional based on the Type.
Many of the fields in this section are conditional based on answers of previous fields. Ex: If Employee Eligible = YES, then the system will display the Employee Eligible Date field.
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Activity Tab Section
This section has three components:
Unread Email: If there is a new employee email logged into the case, the Unread Customer Email(s) checkbox will automatically get checked. You will need to manually uncheck this checkbox after reviewing the email. There is also a Last Email Received Date and Last Email Sent Date to help keep track of email sends/receives.
New Email / New Case Note / New Task: This is where you can send an email, add a case note, or create a task.
Activity Feed: This area is the running log of case updates, field changes, etc.
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Child Cases Section
This section shows any connected Child Cases. You can’t identify a child case from a parent case--you have to identify the parent case from a child case by updating the Parent Case field on the child case.
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Case Contacts Section
This section shows the people related to the case. These people need to be manually added--the one exception is the Primary Employee/Contact who is generally automatically added when they create the case by emailing leave@colorado.edu.
The process to add additional Case Contacts is explained in Adding Additional Case Contacts.
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Files Section
This section shows all the files related to the case. Files are added in three ways:
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This section is where you can see the history of general case notes, phone calls, in person meetings, etc. Clicking into a Case Note allows you to see more details.
You can process to add a Case Note like these is explained in Adding a Case Note.
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Case Notes Section
This section compiles all emails, general case notes, phone calls/in person meetings/etc. This allows you to see all case updates/activities chronologically. Clicking into a Case Note allows you to see more details.
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Open Activities Section
This section displays case Tasks that are yet to be completed. Clicking into an Activity allows you to see more details.
The process to add a Task is explained in Creating Tasks.
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