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How do I get to the 'details' screen of a case and what information can I find here?

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To see the detailed screen of a case you can access it in 2 ways:

-By clicking on a task, if you are in the [Case] menu.

-By clicking on the tab [Overview] if you are already in the [Case] menu. Then click on one of the cases. 

 

On the left hand side there is a menu, where you can navigate through several options: 

1) In Tasks  you will find all the tasks available to you as coach. 

2) In  Oveview you can find an Overview  of the whole case. Here you can see the status of any activities and milestones and the users linked to these.  

3) Under Details you can find all the relevant documents and annonations linked to the case. 

4) In Activity log  you can find the exact date and time of the undertaken tasks.  

 

Vorige Artikel How do I reverse tasks in an Osiris Case?
Volgende Artikel How can I get an overview of the milestones and activities per case?