Help

Table of Contents

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General Help Information

The complete help manual is accessed from the User banner by clicking on the question mark symbol. Additionally each form in the system has help related specifically to that form. You can click on the question mark symbol alongside the form title to bring up the help applicable to that form.

Alert List:

The Alert List is an internal reminder system. It displays when you first log in to CME or if you press the Alert List button on the navigation panel. See help for alert list form Alert List Help

Banners

There Are 2 banners in the system, a case specific banner and a non case specific banner.

  • Non case specific banner or user banner: This banner is displayed when you login or when the user references a form that is not case specific

    • : Button is used to collapse the navigation panel

    :Button is used to save form

    :This will reference the user name

    : This will bring up the general help

    : Button is used to logout of the system

  • Case specific banner Once a case has been selected, this banner will be displayed containing case specific information.

    • : If you hover over the arrows the titles Previous Case and Next Case appear. Click on either arrow and this will take you to sequential numbered cases and populate their information in the form you currently have open.

Field Colors:

This section will describe the different field colors and what they mean.

Yellow Outlined Fields: Are required fields. Meaning they will need to be completed before the form can be saved.

Red Outlined Fields: If data is entered incorrectly, the result will be an error message. Which will be displayed upon trying to save the form under the field. For example, an invalid ssn number.

Grey Fields: Grey fields indicate a field that is either a dropdown or a disabled field.

Drop Downs, Tool Tips and Labels

Drop Downs: Drop downs can only be managed by a user with system admin rights. If you do not have system admin rights you can suggest a choice to be added to the drop down. Hover over the arrow in the drop down and a plus sign will appear

After pushing plus sign popup will appear

You can type a description and a comment that the system administrator will see so they will easily be able to accept or reject your suggestion.



Tooltips: Tooltips can only be managed by a user with system admin rights. If you do not have system admin rights you can suggest a tooltip. Hover over the label above the field and a sprocket will appear. After pushing sprocket popup will appear

Select Suggest tooltip and another popup will appear.

You can type a tooltip[ that the system administrator will see so they will easily be able to accept or reject your suggestion.


Labels: can only be managed by a user with system admin rights. If you do not have system admin rights you can suggest a tooltip. Hover over the label above the field and a sprocket will appear. After pushing sprocket popup will appear

Select Suggest label and another popup will appear.

You can type a tooltip[ that the system administrator will see so they will easily be able to accept or reject your suggestion.

Memo Fields and Spell Check

This section will describe the functionality of the memo field. Outside of the memo field spell check is supported through the browser

    : Button is used to bold text.

    : Button is used to italicize text.

    : Button is used to underline text.

    : Button is used to strikethrough text.

    : Button is used to create hyper link.

    : Button is used to create bullet lists.

    : Button is used to change the style of text.

    : Button is used to change the font of text.

    : Button is used to change the font size of text.

Grids

This section will describe grids and their functionality



Viewing: To keep performance of the system optimal the grid defaults to showing 20 lines per page if available. This can be changed by the user and the system will remember the change for that user for the specific form.

    : Button is used to return to the first page.

    : Button is used to return to the previous page.

    : Buttons indicate which page are available. Orange number is row you are in, each number can be selected to jump to that page.

    : Button is used to advance to the next page.

    : Button is used to advance to the last page.

    : Button is used to indicate how many rows per page. This can be modified by the user.

    : Label will show how many rows are totally available.



Filtering: Grids have filter capabilities user must click to open filter popup.

This is example of popup after clicking filter icon. User can pick from choices in drop down and enter the value into the field they are looking for.

User can combine filter by choosing and/ or and adding additional criteria.



Grouping: User can group the grid on any grid column. User must select and hold a grid column and drag to top of grid into according space.

After grouping grid will show counts of each row, example below shows grouping on manner.



Additional Information: The grid can be expanded by using the triangle button . This will expand the grid row see example below.

Edit, Delete and Go Options:

If you see this button on a grid it means it the row can be edited

If you see this button on a grid it means it the row can be deleted

If you see this button on a grid it means you can be redirected to a form for the selected case.

Menu, Bookmarks and Case Number drop down

Menu: The menu will be a specific set of forms based on the role of the user who is logged in. Some forms cannot be accessed without a case number having been selected.

Case Number Drop Down: The Case Number drop down will allow quick access to the last 10 accessed cases per user.

Bookmarks: You can create a list of ‘favorites’ forms, creating a personal menu for yourself by dragging the forms that you use most frequently to the Bookmarks section.

Within the Bookmarks, you can also select a case related form to be your default form. The default form is the form that will open after you have selected a case. Once you have a form in your bookmark menu you will be able to click a sprocket to see a popup to set the form as the default. System will message after completion. See images below.

To remove a book mark select the sprocket and choose remove.

General Navigation Information

Overall Description

This help form will help the user navigate the system. It lists out areas which are common to multiple forms found in the system.




Required Fields

A required field is denoted by having a yellow border around the field. This field MUST have a value before the form can be saved.




A drop down is a field on the form with a grey background and an arrow. The user can only select a value found in the list.

A Combo box is a field on a the form with a white background and an arrow. The user can either select a value found in the list, or type anything in the field.




Multi Select Controls

A multi select control alows the user to select many options from the list. Each selection has a small X at the end which can be clicked to remove the selection. Additions can be made by clicking into the white space on the control.




Date Control

User can interact with the date control in a variety of ways. User can type the date in with / or without / (please not if you are not using / day and month must be 2 digits). User can also use [Alt]+[Down arrow] to bring up the calendar. User can select current date by using space bar. User can navigate through calendar




Contacts

Overview: Contacts can be entered directly on form Contacts NOK or on forms that have a contact drop down. All contacts regardless of where they are entered will be visible on form Contacts NOK. Each contact drop down is configured to show a list of contacts based on the contact type(see system administrator guide for how to configure contact types).
Entering/ Editting Contacts: User can click the arrow of a contact drop down and either select an available contact or select new contact. Selecting new contact will bring up a popup from the Contacts NOK form. Available contacts are shown in the list because they share the same contact type as a contact entered directly on form Contacts NOK or have been marked as accross case boundries (see below for more details). A User can edit a contact by clicking the pencil/ paper to the right of the arrow. This will bring up the contacts popup.

Across Case Boundries: A contact can be marked as accross case boundries. This means that the contact can be used for different cases in drop downs that are configured with that contact type.