Case Management Standard User

This course covers the basic skills required to be able to start to use the system.

The skills are covered in short 1 to 2 minute duration videos which demonstrate how tasks can be performed.

Skills are discussed and demonstrated  in a virtual Instructor Led Training session. Skills and topics can also be further explored in an "Ask the Trainer" session if required - simply fill in your question and choose the session (you may need to register first):

Book your 'Ask a Trainer' session

Click on the skills below to view associated videos.

Documents & properties

• Create a new folder
• Upload document(s)
• Create a note on document(annotation)
• Create tag(s)
• Edit document properties (metadata)
• Use Find
• Create and save filter
• Create and save view
• Create basic search

Transcripts & designations

• Upload transcript(s)
• Create a designation on transcript
• Export a transcript

Collections

• Add document(s) to collection
• Export collection

Worksheets

• Create a character/ organization
• Create a chronology entry