Settings Menu Options
Click here for a Settings Menu Overview
On the blue navigation bar, you can change your Caseload Manager settings by clicking the SETTINGS button. You can change your settings by selecting from these options:
6) Activity and Calendar Types,
12) Surveys (advanced feature - modular add-on)
You can edit your referral sources list to include any source. To add to this list, simply click on the ADD button. When adding or editing a referral source you can also change the Sort Order.
The case status/outcome menu is useful to keep track of your cases and to easily categorize their outcome when you are compiling final reports. To add a new designation, select the ADD button, input your new designation, and then add the appropriate Sort Order.
The Case Types menu allows you to select the types of cases that you will be working with most frequently in your mediation practice. You can create different layers of cases. For instance, "Mediation" can be your top layer, with "Family" as a case type underneath it. You might want to further break out Mediation>Family into a third layer with the types of family mediation you work on. This is also a convenient place to list your pay rate if it is set for certain types of cases.
Creating the appropriate Staff Types menu allows you to appropriately designate your staff later when you are working on cases. When you add a new staff, these can again be sorted in your desired order.
Clicking Add at the top of the screen will allow you to add an additional type of staff access level. After you have created the ecessary access levels for your system, you can click on each one to set the individual settings.
6) Activity and Calendar Types:
Activity and Calendar Types have some cross over. For instance, you might schedule a phone call on your calendar, or a client might unexpectedly call in with important information on your activity log. So a phone call is something that should be included in both activity and calendar types. There might be many other forms of communication and interaction however that you use more or less frequently, that you determine should only be associated with only one activity or another.
Changing your global settings affects your overall ADR Case Manager. Changing some of these settings will also change the default settings throughout your Case Manager.
Creating custom fields is an advanced administrative feature.
Clicking Case field access, will allow you to determine the visibility and name of case fields. Click here for more information on Case Field Access.
Automated Followups are a group of calendar items and/or emails that will be triggered in sequence as a follow up to an activity or calendar item entry. Once groupings are pre-defined and named, they can be associated with any activity or calendar item. See details here.
11) Surveys (advanced feature - modular add-on)