The main areas of the screen are depicted and outlined below:
| 1. | The application menu. This menu provides an alternative method of navigation through the main areas of the system, for those who prefer to use a keyboard rather than the mouse. Also, importantly, the File menu provides the means for your organisation to manage its own preferences and lists of codes/types available in the system.
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| 2. | The toolbar:
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| · | The New Query button allows you to run a query against the data in the system. This is effectively an ad-hoc report which you can design yourself to meet your own needs.
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| · | The Exit button closes the application. You will be prompted to save any changes if you have not done so.
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| · | The Refresh button updates the information on screen by retrieving the latest data from the database.
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| · | The Identity button opens the wizard for creating a new identity.
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| · | The Add Details button allows you to record new contact details for an identity - phone numbers, addresses, etc.
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| · | The Case button opens the wizard for creating a new case.
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| · | The Education button opens the wizard for creating education records.
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| · | The Action button opens the screen for creating an individual action.
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| · | The Actions button opens the daily actions screen, for entering multiple actions 'in bulk'.
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| · | The Information button allows you to record calls received for information only (i.e. those that are, so far, not of a nature significant enough to warrant a case record), or a short case for an anonymous client.
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| · | The Reminder button allows you to set a reminder for yourself and/or other users of the system.
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| 3/4. Function links and their associated screens:
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| · | Summary - returns to the summary screen. The summary screen displays different lists of open cases, dependent upon which button is selected in the summary screen:
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| · | Reminders - Moves to the reminders screen, where reminders can be opened/managed:
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| · | Find an Identity - prompts you to enter an identity name, and returns a list of matches. Double clicking a match opens the record.
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| · | Find a Case - operates similarly to the Find an Identity function, using a word from the case title:
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| · | Stats - opens the stats screen allowing you to source statistics from the system, on the areas of interest that you choose:
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| · | Run a Query - opens the query view allowing you to source information from the system in a completely flexible manner, using either in-built queries or by creating your own. The concept is essentially the same as for the stats screen, but you are not limited to the predefined MDS statistics in this view - you can effectively create your own.
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