This article will discuss the Case Custom Fields screen.
Note: The Case manager will need to be enabled to create, view, and manage Cases. There is no additional cost for the Case Manager. If you do not see any of the Case options, please check with an Administrator on your account to see if the case manager can be enabled for your agency.
Navigate to the Case Screen
There are a couple of different ways to find the case screens. You can use the quick search tool in the top blue bar to search for the specific Case record you are wanting to view. (see below - Figure 1)
For more information about that search tool see the video labeled How do I use Quick Search.
Figure 1
You can also click on Records and click on Cases (see below - Figure 2) to view a list of cases entered into the database and select the case you want to view from that screen. (see below - Figure 3)
Figure 2
Figure 3
Once in the Case screen, you will see the tabs or tools across the top just below the blue bar.
Figure 4
The 3rd icon is the Custom Fields screen. This icon looks like building blocks. The custom fields are created in the Admin screen and will be the same Case level custom fields for all victims and all users.
Figure 5
These custom fields can be any fields that your agency wants them to be. They are searchable and reportable fields. For more information on searching by custom fields see the video labeled How do I use Quick Search.
To add or edit information in the case custom fields, click on the field you are wanting to add or edit and begin typing the information. There is no save button to worry about on this screen.
Figure 6
