Caseload Manager Updates

Overview

1) Before you move on to the updates and advanced features, get an overview with the online tour.

Personalizing Caseload Manager

2) After you have an understanding of the Caseload Manager layout, please begin personalizing your settings.
Make sure to read through the Updates lists so that you are taking advantage of all of the features. 

Admin Settings

3) Caseload Manager also has many features that are available to the administrator:

• Setting up Workgroups
• MetaData
• Making fields invisible
• Renaming Fields
• Allocating Security Levels for Individual Fields