Tour the Home Screen
The Home Screen is the first page that appears after logging in to the application. The Home Screen provides a dashboard for users to easily assess the current status of cases, access case folders and tasks, and search within the eCASE application. There are configuration options available to better tailor the contents of the Home Screen to meet user preferences.
There are four primary areas on the Home Screen that users must become familiar with, highlighted and annotated in the screenshot below:
The numbering in the image above corresponds with the dashboard areas described below:
# | Area | Description |
|---|---|---|
1 | Main Menu | The Main Menu is present on the left-hand side of the screen and includes options for Main Menu, Inbox, Contacts, Reports, and some administration features available only to Administrators. |
2 | Navigation | The Navigation bar is present at the top of the screen and includes the Search Bar, Application Selector, User Name Drop-Down Menu, and Help Menu. |
3 | Dashboard | The center portion of the screen contains the workspace, which changes depending upon the page and actions selected. |
4 | Widgets | The Widgets are present on the right-hand side of the Dashboard, and can include Inbox, Folders, Pending Folders, Folders I Own, and Discussion Threads |
Each of these areas are described further in this topic. Users can always access the Home Page by clicking the logo in the upper-left portion of the screen.
Main Menu
The Main Menu is always present on the left-hand side of the screen, providing easy access to the main functional areas in eCASE. Your Main Menu may feature additional options, depending upon configuration.
There are six selections that are always available in the Main Menu. Each selection is described in the table below:
# | Selection | Description |
|---|---|---|
1 | Main Menu | Allows users to Search case folders and case documents, or create new Folders |
2 | Takes users to their existing tasks, as well as pending tasks | |
3 | Takes users to their existing contacts, and allows for creating new contacts. | |
4 | Takes users to the report generation interface | |
5 | Mass Mailing | Takes users to the Mass Mailing interface, where application wide communications can be created and distributed. |
6 | Takes users to the Administration page. Non-Administrative users do not have access to this feature. |
NOTE: Some of these selections may feature a different name, depending upon the eCASE configuration.
Additionally, the Main Menu can also feature custom links, App Forms, Custom Search Criteria, and options that allow you to create a new folder containing predefined values.
Contacts that are present are created by users within the application. Any contact that is associated to the application is present in the Contact search. Contacts that were created in a different application can be viewed here if they have the same Contact Type.
Additional options may be present depending upon which third party applications are connected to the platform. Some options may not appear for some users depending upon the permissions configured.
Navigation
In addition to the Launch Pad, the page header provides an orientation and navigation tool that remains static throughout all eCASE pages and applications. This Navigation pane allows users to quickly access the Home Page, search within eCASE, adjust preferences, switch applications, and access online help. The Navigation pane is annotated below:
The actions available in the Navigation bar are described in the table below:
# | Element | Description |
|---|---|---|
1 | Logo | Click the logo in the top-left corner of the screen at any time to return to the Home Page. |
2 | Search Field | Search for Contacts, Documents, and Folders within eCASE using the drop-down menu and text field, For more information, see Quick Search under the Search section. |
3 | Application Selector | The application selector allows users to select between all eCASE applications they have access to. |
4 | User Name Drop-Down Menu | A drop-down menu with options for users to manage preferences, manage favorites, manage routing list templates, and sign out. |
5 | Help Menu | A drop-down menu with multiple options for accessing online help with using eCASE. |
Applications
The eCASE platform is highly configurable, so organizations can utilize the basic eCASE platform to create unique eCASE applications. These applications can be designed around a specific case type, with unique users, offices, workflows, templates and more. Depending on user specific permissions, users may have access to one or several eCASE applications. Basic functions of the eCASE platform will be universal across all Application types, allowing for quick and easy acclimation to different Applications.
Users can switch between available eCASE applications by clicking the Application Selector in the Navigation Bar. The Select Application menu expands, displaying icons for any available Applications. To switch applications, simply click the Application Icon for the desired Application. The view automatically switches to the selected Application.
User Profile
See the User Name Drop-Down Menu Overview for details on the available options when clicking the User Name Drop-Down Menu.
Help
Under the Help selection, the following options are available:
These options are described in the table below:
Option | Description |
|---|---|
About eCASE | View the eCASE version information pop-up. |
Online Manual | Access the web-based eCASE User Manual. |
Technical Support | View contact information for the casepoint Technical Support and Sales teams, as well as general feedback information. |
Error Log | View records of any errors that occur while using the application software. Users can Save this log file on your hard disk and inform the Administrator about rectifying a problem. Users can also click Clear Log to clear the log contents. |
Dashboard
The center of the Home Page is the primary user dashboard. This space can be configured to show information pertinent to the user for easy access. This area also serves as the workspace within the eCASE Home Page . A sample of the Home Page dashboard space is shown in the image below:
The area highlighted in red makes up the eCASE dashboard, and changes depending on the eCASE application and the roles in the application, while the content outside the highlighted section of the image above remains static regardless of the eCASE application. Typically, this workspace displays a list of all tasks, and tasks that have been assigned to you.
Widgets can be enabled if the user has a default dashboard. Only applications with dashboards configured for App Roles will feature different dashboards for different users.
Widgets
The Home Page also contains widgets on the right-hand side of the screen. Widgets provide easy-to-access links to cases or tasks that are assigned to the user. Widgets are configurable (see Customizing User Preferences for more) and can be arranged to meet user needs.
The widgets are described in the table below:
# | Widget | Description |
|---|---|---|
1 | Inbox | Contains the tasks that were assigned to the user, organized as follows: Total Task: Number of tasks assigned. Arrived today: Tasks that have been assigned to the user today. Due Today: Tasks due on the current date. Overdue: Overdue tasks with a due date in the past. In Office Queue: Tasks assigned to the users office. FYI Copies: Copies of folders sent from other users for informational purposes. |
2 | Folders in Designated Folder | Contains the tasks in a specifically designated folder, typically an office. |
3 | Pending Folders | Contains folders with target dates that are pending. These are organized as follows: Created By <office>: Pending folders created by a particular office. Assigned To <office>: Pending folders assigned to a particular office. |
4 | Folders I Own | Contains folders where the user has been assigned as the owner. These are organized as follows: My Folders: All folders the user owns. My Folders Not Started: Folders owned by the user, but have not entered the workflow. Folders I created: Folders created by the user. |
5 | Discussion Threads | Discussion Threads open a channel of communication between users of specific case folders or attachments. These threads allow users to have a conversation with other users working on the same case. Available views include: Show All: Includes all threads the user has access to. Show unread: Includes threads the user can access but which are currently unread. Search: Search topics within discussion threads. |
Switch Application
eCASE supports a variety of standard and customized applications within a single instance. If you have access to multiple applications, you can switch between your available apps by using the Application Selector 
in the Navigation Bar. The menu expands showing icons for all available Applications. Simply click an Icon to switch to that eCASE application.
