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.
Below is the page you will be presented with when first logging into the Salesforce environment:
Click on the images to make them larger
Global Search
The global search is helpful for finding historical case information, among other things. Type in the name, phone number, employee ID, Student ID, etc and press enter. The search results will display any related information found in the system. Remember, the Contact record is the original information brought over from source systems and therefore not editable. The only exception is if the Contact was created by a member of OIEC, such as Unknown contacts, the Contact record will be editable.
Home Tab
Global Search - Enter a name, phone number, employee ID, Student ID, etc. and press enter. The system will display all relevant records. Use the drop down menu to narrow the search to specific information.
Homepage My Cases
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 - Search for items in the custom list by case numbers and words. 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.
OIEC Dashboards
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.
Click on the blue report hyperlink to view the full report.
