
My Work Centre is the Screen where the User can organise Content: –
- Case Extracts
- Saved Searches
- Case Links
- WorkPads
- WorkDocs
Filter
The User can Filter Content by: –
- New Content
- Action Required Content
- Area of Law
- User Tags
New Content
Any new Content created by the User is automatically: –
- tagged as New Content with a Red Dot.
- added to My Work Centre
The New Content Tag can be removed by the User on the Content.
Action Required
A User can Tag any Content as requiring action with: –
- an Action Required Blue Dot.
The Action Required Tag can be removed by the User on the Content.
User Tags
A User can create their own User Tags.
User Tags can be applied to the Content the User has created.
Keywords
Keywords can be added by the User to any Content.
Topic Tree
Keywords are added into the Casenoter Topic Tree which is organised into: –
- Areas of Law
- Topics
- Keywords
Areas of Law
A User can filter Content by the Areas of Law which have been added to Content.
Search
The User can Search all their Content by the Content Attributes: –
- Name of the Content
- Description of the Content
- Keywords added to the Content.
- Comments made by the User.
Sort
The User can Sort the Content by: –
- Name
- Date
Select Content
The User can Select the Content.
The User will be taken to the detail of the Content.