welcome to our case today we’re going to
show you an overview of our case 3.1
we’re going to first start on the
dashboard as you can see here on the
dashboard you have many different
widgets these widgets can be configured
to best fit your business requirements
as you can see here there are many
different types of widgets you have
table form you have line charts and you
even have different bar charts and pie
diagrams and things along those lines
additionally you’ll notice starting at
the top left of the screen we have
what’s called global new the global new
menu allows you to create a new object
whether the object is a complaint a case
a task and once again this is a
configurable option it could be a
correspondence it could be a FOIA
request it could be an HR case it just
depends on your business requirements
but fully configurable in our case 3.1
as you can see here you also have person
and organization these are two modules
that allow you to track all of your
person information and organization
information that can be utilized on
other objects like complaints or cases
or any other configured object
additionally at the top you have a
simple search this leads directly into
the advanced search and we also have
internationalization which allows you to
modify the language in which you’re
viewing your user interface on the left
hand side you do have your profile
information you have your preferences
and you actually have a help that links
you out to the help guide and then
obviously logout on the left hand side
you do have your navigation to your
different modules and you’ll notice as
we move through these modules you can
see what the paradigm ultimately looks
like you have a complaints module that
shows information all of your complaint
names and the details associated with
those complaint names as you can see on
the right hand side you have global
information some of these fields are
actual inline editing so you can
actually change the information and save
it you also have a unique ID and this is
a configurable
i D you also have some elements that you
can actually update through
configuration for instance the actual
type of the object and once again you
can have a list of many you also can
assign to a group or a group in a user
if it’s not assigned to an actual
specific user anyone in that group can
claim this individual object and work on
it you’ll notice also we have action
buttons so you can subscribe to this
which would be following all the events
associated you’ll also see all the
details so let’s add some of the details
we can add detailed information go back
to the actual overview page and you’ll
notice now real time we have updated
information on the actual details and
who actually added the information once
again there are a lot of different types
of tables associated we just looked at
details you can add different locations
you can add obviously people or
organizations associated and those lead
you right back into the people and
organization tables or modules you also
have full document management whether
you’re actually adding the document
editing the document so I can add a
folder and I can have folders on
subfolders I can also add documents new
documents and this can be a configured
list of different documents and where
you’re actually getting them from and
then you also have the ability to add a
correspondence and we’ll talk about
correspondence templates in a later
demonstration you also have the ability
to send an email from here you can
either select an actual individual
document and email it if you decide to
do so and you also have the ability to
zip it up some of the other document
management features are online editing
offline editing copying and pasting
moving around to different folders in
your folder structure and then if you
have a records management component you
can declare these as records and change
them from active to an actual record so
they’re locked down but we’ll share some
more on document management in it later
video additionally you do have
participants this is how you lock down
or give access to
groups or users you have notes
associated to this object and then also
tasks whether they’re automated tasks
this happens to be a review test it’s
automatically generated per the
configured workflow and once again you
can have many different automated tasks
to different users or different groups
so different users can actually claim
them you do have the ability to
reference other objects in the system
whether it may be a different file
whether it is a different complaint or
object in this case as you can see here
you can see The Associated history to
the individual object once again
all of these values and labels are fully
configurable you can link an actual time
or cost sheet directly to a complaint
this will allow you to track from the
cost and time module on the left-hand
side all the time and cost used or
utilized against this specific complaint
time that you worked overtime or cost
associated with travel time to work on
this specific complaint once again if
you decide not to use those individual
functionalities like time and cost you
can restrict them and I’ll show you how
to do that a little bit later in this
demo additionally you do have the
ability to create tags on each
individual object and then you have an
actual shared calendar for this
complaint you can add events associated
things along those lines and we’ll get
into details about that in a later demo
on actual calendar configuration and
then you actually have reviewing of the
actual complaint and you can actually
set up ad hoc reviewers at any time as
part of the overall workflow moving into
the case module you’ll notice it has the
same paradigm you’ll notice here when
the actual page loads the information is
very similar to the actual complaints
module but the metadata is just a little
bit different to show you a different
representation of what can be done in
these different object module once again
all the actual individual icons are at
the bottom or you can use the tree to
jump through the actual sections moving
into the tasks module you’ll notice the
tasks module once again
the same paradigm but it’s a little bit
different in the actual metadata that’s
shown and it also has a link directly
back out to the parent object so for
instance this review task is linked
directly to the handmade complaint you
also can see the process diagram
associated to the actual workflow this
has a single step with the decision but
if you ultimately had multiple steps
that would show you where in the overall
process you are the people an
organization once again follow the same
paradigm and you’ll notice here that the
information you have different sets of
metadata associated to people an
organization once again these all can be
tracked and linked back to individual
complaints or cases or any other object
type that you’re trying to track moving
into the documents module this is a
sandbox where you can create policy
documents where you can create training
videos once again these are just another
location where you can actually store
some of the information you’re looking
for my documents is very similar to
documents in the fact that you can as
and the user that’s logged in have all
of your own documents that you’re not
sharing with anyone my documents module
is actually can be shared with other
folks within the system this would be
more of Ann’s personalized sandbox of
documents or training videos or whatever
it may be that she’s trying to work on
the search module as you can see here is
an advanced search and you can search
across all metadata I’m just going to do
a quick test search you can see that has
type-ahead and when we go ahead and look
you’ll notice that we have facets that
come back if I want to remove those
facets and give you a little more of a
better view you can do that you also can
collapse the actual navigation if I
wanted to narrow down my actual facet
search I could do that and if I wanted
to look for specific closed maybe I
wanted to look for a specific case file
and I can see now I found the record
that I’m looking
or this is specifically a task within
the case file and I can either hyperlink
out to that if I’d like to do so once
again the ability to go back to the
original results by unclicking the
actual facets all of these individual
facets are just categorizations that can
be utilized and can be configured within
the application the reports module this
is the static reports module as you can
see it we have some canned reports that
are out of the box and available and
I’ll go ahead and just run this for a
couple of days just so you can see what
the report looks like as you can see
here the report is generated in the
standard report generation which is
table form you also have the ability to
have canned reports that are bar charts
pie charts you can represent the data in
many different ways once you actually
configure these reports and they’re here
available in our case you do have the
ability to run them and export them in
many different output types you also
have the ability to show them as an XML
if you decide to do do so by clicking
the check box the notification module is
very similar to the search module and
the fact that it has the same look and
feel you’ll notice that it’s a
predefined search for you and the reason
that is is because notifications are any
tasks that are associated to the user
that is logged in so these tasks that
are associated the user logged in means
that these are events or tasks that need
to be worked on by the user that is
logged in so you have an actual full
registry or history of all the events
you’re supposed to be working on and you
can narrow down the facets according to
how you want to narrow down the facets
you do have the ability to purge these
events from the admin console
subscription is very similar
subscription actually is an automatic
search this would be anything that an
who the user that is logged in can
actually subscribe and see the events
associated so if I wanted to subscribe
to a specific object like a complaint a
case or a task I would see any events
that are happening associated the tags
module also gives you the ability to
search on any categorize tag
tags can be added to any object whether
it’s a complaint a case a task a
document so we’ll go ahead and start
typing in a tag and as you can see here
I’ve got quite a few different tags and
I’ll go ahead and perform that type of
head search you’ll notice that you can
filter down and you can actually jump
out to that location the cost tracking
and time tracking module once again are
very similar they are specifically
tracking cost or time associated to the
individual object that they’re tied to
so in this case you can see that we have
ours tied to this case file and there
are five hours that are actually charged
to 6:26 2017 once again the actual
paradigm with the actual information
associative individual tables are there
on the actual tree or in the icons here
on the bottom if I continue to scroll
down we also have an audit module very
much similar to the canned reports
module but this is all system audits so
I can go ahead and I can select a
specific object or I can actually just
search across all for today and actually
pull back all the system events
associated as you can see here there are
many different pages you can page
through these individual results or you
can jump to a specific page by selecting
the actual page you want to select
you’ll notice that all these different
events have a date and timestamp what
user actually initiated this specific
event whether it was a user or a system
event and what IP address it actually
came from we also have a data analytics
module as you can see here the data
analytics module when it loads has a lot
of features associated to it and we
won’t spend a lot of time here but you
do have the ability to create your own
ad-hoc reports your own ad-hoc graphs
bar charts pie diagrams things along
those lines that can be drilled down
into this can be actually an ad hoc way
of generating reports associated all the
metadata that is collected throughout
the process very similar to the actual
data analytics we have log analytics
which will run very similar
Hach reports against all of your logs in
the system the last module we have is
the admin module this is where all the
configuration is as you can see here we
have a lot of configuration everything
from security and access to the overall
functional access control driven through
your organization hierarchy which is
synced with LDAP you also have the
ability to add users remove users create
your own new ad hoc groups or LDAP
groups and then tie them directly to
your functional access control
everything in the application for our
case is role based access control tying
individual roles to the actual groups
and then from there you can create your
own roles and dictate the privileges
associated so you can edit an existing
out-of-the-box role or create your own
new role we’ll show you how to detail
and do that a lot of that work in a very
specific video you also have the ability
to add specific roles to an overall
module so if you don’t want to narrow
down to an individual select privileges
you can give all privileges in each and
individual module just a quicker way to
do it you have a lot of other
configuration around calendar
configuration who actually gets emails
what user account gets emails and can
work off of actual calendars you also
have calendar actual credentials you do
have the ability to dictate how emails
are sent and what type of emails can be
sent can they be sent through SMTP
what’s the server information
configuration around that you can also
generate your own email templates to
send out emails with static text that
can ultimately be modified at any time
you also have the ability to modify some
of the information currently we have
this configured with Microsoft Exchange
configuration as you can see here you do
have the ability to navigate and allow
different user groups and roles to have
access to individual dashboards or
reports you also have the ability to
create your own forms within the system
this would be a complaint or a case or
tasks form or even
time and cost warm you’re able to modify
those through configuration additionally
you do have the ability to create
workflows within the actual workflow
engine and we’re not going to go into
the details of building out a workflow
in today’s demo but as you can see here
we have a lot of different workflows
that are then essentially tied to our
rural spreadsheet that allow you as a
user to ultimately tide the individual
workflow to actions within the system
and did what that actual workflow will
do and how that workflow is kicked off
we also have labeled configuration this
is tied directly internationalization
but you can change all the labels within
the system as you can see here there’s
quite a few labels and we have them
broken down in different modules so you
can change the labels from every single
module to fit your business requirements
some of the other things we have
available we have the audit history we
talked about purging audit history you
do have the ability to change your logos
and add any custom CSS that you’d like
and then we also have the correspondence
templates which we talked about the
correspondence templates are utilized in
the document management system and we’ll
show that in it later demo so overall as
you’ll notice here our case 3.1 has a
lot of tools in its toolkit everything
from global navigation to dashboards to
searching to reporting and even data
analytics you also have the ability to
track your workflow and all your
different documents whether you’re
tracking just the documents or you’re
moving them into a records management
plan but overall there are many
different components associated to our
case 3-1 hope you enjoyed this demo and
come back again for later demos that
we’re going to do and as you’ll see you
have a lot of configuration that can
actually be done in our case 3-1