Each Case Folder in eCASE is unique. The contents and use case for these Case Folders depend on your application, user role, specific system configuration, and more. Some elements in Case Folders are consistent across all instances of eCASE, as detailed in the following subsections. These include the Case Folder ID, Toolbar, and Tabs.
When working with a folder, the unique Folder ID Number appears at the top of the case form. The Folder ID is highlighted at the top of the screen, as highlighted below:.
The Toolbar on the folder page contains multiple available actions and menus:
These toolbar options are described in the table below. See the Toolbar section for more details on the Toolbar options.
|
Action |
Description |
|
Save |
Save the current case and any changes made on the current tab. |
|
Actions |
Includes multiple actions users can take on the Folder. These are detailed in the Actions Menu subsection below. |
|
Permissions |
Allows authorized users to grant permission to others users to access, view, or edit the folder. |
|
Logs |
View one of several logs related to the Folder content. See Logs for more details. |
|
Discussions |
View discussion threads related to this Folder. |
|
Reports |
View a Folder Summary report for the current Folder. |
|
Spelling |
Check spelling on text fields. |
|
Back |
Return to the previous screen. |
Each case folder contains one or more tabs you can select. These tabs provide separate interfaces for completing case-specific tasks. When a folder opens, it displays the main case form which generally captures the details about the specific case. In the example below, the Correspondence tab is the main case form.
Additional tabs will likely be available in your case folders. Some of these will be specific to your application and case type, while others are standard eCASE tabs that appear throughout the applications. See the About Case Folder Tabs topic for additional information.