a. Key Field Search
In addition to the standard cManager fields like Case ID, Ref, address and name, any 'Dynamic' field setup as a key field can also be used to search for cases on the dashboard search area.
Two key fields can be combined to provide search by key field 1 AND key field 2. Eg. Flight Number and Flight Date
See Using and setting up and Key Searchable fields for more details on how to use and setup these key fields
b. Surname only search
The Client Forename and surname search fields allows you to enter parts of either/both the forename and surname to search for matching cases . If you just want to search using the surname, you can now just type the surname into the name field. eg. SMITH will return all matching cases for clients with surnames containing SMITH
Improve performance and only show active user calendars
2. Case Details
a. Record Change of FE and move all tasks, appointments and alerts to new FE or Supervisor
You can change FE or supervisor using the "More Info" Tab in the case details.
When changed, a note will be made in the Case Notes and and all tasks and calendar entries will be changed to the new Fee Earner.
b Allow sending of emails to the organisation email address if no contact or contact does not have email address . Will use contact email address is one is provided.
c SecondaryID case field.
Useful if you want to use an alternative ID from a case management partner into cManager and use that as well as the cManager case ID to find cases. Also can be used if you have migrated from another system into cManager and still want to open a case using that reference.
The Secondary ID is available on the More Info Tab.
You can search using the Secondary ID on Dashboard Search area by entering in in Secondary ID field. It is also available to display in case lists , letters and case analysis reports.
d. Delete Case
The delete case feature has been changed to be a pending delete and allow to be undone for upto 7 days before finally being deleted.
To delete a case, it must first be closed and a closure reason be provided.
To Delete, using the Options Tab on the Case Details and click the Delete Case button
The Case will be marked for deletion and within 7 days, will be permanently deleted from cManager.
If you open the case during the pending period, you will be given the opportunity to cancel the delete
e. Case Value, Costs and Damages amounts
These are now always show the Case Value, Costs and Damages fields for all case types and can be entered on the More Info Tab. and are available for reporting.
f. Accident Location
The accident location can now only be a maximum of 90 characters to comply with A2A Claims Portal specification
g. Open and Closed Cases Folders
Open and Closed Cases have now have different location for Open and Closed folders to avoid the Open folder having too many files causing potential performance issues. When a case is closed / re-opened, the files are moved to the appropriate location and the overnight process also ensure that any files that could not be moved (as they were being used), are tided and moved to the correct location.
h. Select work carried out on case from drop down list
Billing units are added automatically when you finish working on a case based on 6 minutes per unit.
The following confirmation screen is displayed for you to enter the details of the work carried out. You can either manually enter the description, if it's a standard item of work, you can select it from the drop down list. See the section below on setting up the standard items
i. Default standard text for RTA claim portal fields "Physiotherapy treatment recommended" and "Physiotherapy needs" can be setup to pre-fill for new cases. See Parameter Code 100 - Default Texts for data entry section in Parameter Lookup Lists
|Parameter ID||Text Value|
|200||Injury Details default starting text used in the Generate Injuries form|
|300||RTA Accident Circumstances default starting text used in the Generate Accident Circumstances form|
|301||Pedestrian Accident Circumstances default starting text used in the Generate Accident Circumstances form|
|302||Slip Trip Accident Circumstances default starting text used in the Generate Accident Circumstances form|
|Work Accident Circumstances default starting text used in the Generate Accident Circumstances form|
|304||Holiday Accident Circumstances default starting text used in the Generate Accident Circumstances form|
|305||Medical Accident Circumstances default starting text used in the Generate Accident Circumstances form|
|306||Criminal Injuries Circumstances default starting text used in the Generate Accident Circumstances form|
|307||Other Accident Circumstances default starting text used in the Generate Accident Circumstances form|
|400||RTA Accident - Why Defendant Responsible default text|
|401||Pedestrian Accident - Why Defendant Responsible default text|
|402||Slip Trip - Why Defendant Responsible default text|
|403||Work Accident - Why Defendant Responsible default text|
|404||Holiday Accident - Why Defendant Responsible default text|
|405||Medical Accident - Why Defendant Responsible default text|
|406||Criminal Injuries - Why Defendant Responsible default text|
|407||Other Accident - Why Defendant Responsible default text|
|500||Interim Settlement Pack Default Comments|
|501||Stage 2 Settlement Pack Default Comments|
|502||Claim Pack Default Comments|
|503||Physiotherapy treatment recommended default text|
|504||Physiotherapy needs default text|
j. Emails sent from cManager saved as EML format
Any emails sent from cManager are by default now saved as EML format rather than RTF format. This can be configured using the cManager setting SaveSentEmailsAsEMLFormat
3. History Screen
For a full list of features on the improved history screen, see Case History Screen
a. Editing of history entries
You can edit the details of a case history entry directly on this screen, but clicking the required information to change and the clicking on another row to save the changes
b. History Entry actions
You can right click a history entry to carry out the following actions
- Edit history record on a new screen
- Delete the history record
- Reply to Email (if there's a Email linked to this history entry)
As well as using the pop up menu to reply to an email, you can also click the email icon for the displayed email in the preview area
- Email File to ...
This sub menu will show a list of the linked entities that have a valid email address. There's also an "Other Party" link which will allow you to enter the email address manually.
When selected an the send email form will be displayed with the file linked to this history entry attached
- Copy File to Desktop
This will COPY the file linked to this history entry to your desktop in a folder called "cManager Case File Copies\ Case xxx"
Each case will have it's own sub folder.
To avoid consuming disk space on your individual PCs, these copies should be deleted once you've used them. They are copies and will no effect the original documents in the case folder
- Copy File ...
This is similar to the Copy File to Desktop, but will allow you to choose a location for the copy of the file to be placed in.
c. Organise documents into case sub folders
You can arrange documents in the case folder into sub-folders for organisation and efficiency purposes. Using the dropdown in the Sub Folder column, select one for the sub folder already in the list , or Type a name of a new folder.
d. Cater for HTML doc types in the Case History - Allow viewing of HTML docs in the Case History
e. Add Splitter to allow re-size of list of item and document viewer
c. Allow editing of the History entry directly on the list
d. Allow moving a linked document to a sub folder within the case folder. See Case History Screen
4. Add New Case
a. Default to Supervisor if there's only one
b. Make Case Source Mandatory based on client setting
a. Add DATE+1, DATE+2, DATE+4, DATE+7, DATE+14 and DATE+28 letter fields
b. Add Client Vehicle Pre-Account Value, Repair Costs and Damage letter fields
a. Case List Report
- Change from not updated in x months to not updated in x weeks
- Date range now optional. Only specify if you want limit the cases listed to those opened with the specified data range
- Case List Report - Include DOB and Minor Flag
- Crime Case List Report - Dates range now optional. Only specify if you want limit the cases listed to those opened with the specified data range
The minor column is set to "Minor" if the client was < 18 at the time of opening the case
b. Financial Analysis Report - Add new case fields (Case Type, Case Sub Type, Case Status, Client Name and Client Branch Name)
7. Task List
a. Colour code task lists
Red = Due today or overdue
Yellow = Due within the next 7 days
Green = Due after 7 days
b. Stop Auto-completing tasks when opening case
In the User Tasks area, clicking on a task opens the relevant case and also automatically completes the task. This can now be configured on a client basis so that these tasks don't automatically get set to complete. You can then tick off as done when required . This can be configured using the CompleteTaskWhenClickedToOpen system parameter
b. Also add appointment if user ticked box
And this will be shown on the user's calendar
c. Allow for multi-line task descriptions
d. Any Auto Letter tasks, will now be assigned to user immediately rather than when due
8. New User Time Logging Feature
This optional feature can be used to record shift hours for cManager users.
a. On Dashboard
In the morning / start a shift , the user should click on the Start Shift button
At the end of the working day / shift, the user should click on the End Shift
A Report is available for each user to see the time logged. For Admin users, all users are reported within the time period selected
9. Miscellaneous and bug fixes
a. BUGFIX - Allow adding new tasks and dates with adding new case
b. BUGFIX - For Dynamic Thirdparties with dropdowns, save the case reference field
c. BUGFIX - Cater for Copy Case where Different client - Don't display details of random person
d . New IgnoreClaimsNotOncManager cManager Batch setting
e. Trim File Names to for created letters to remove spaces from start and end to avoid issues with different files systems
f. Financial Transaction screen - remove unused fields and improve layout to show more of the transaction list
g. Create LAA Submission - Don't Include Threshold Exceeded entries in Batch total and don't update the billed status for these
g. cManager Batch Process - Process Closed Cases - Move doc for closed and open cases into correct location in case they could not be moved real-time as user may have had files open
i. Improved Custom Case dates sub system incl. new tables
j. BUGFIX - Case Details - If not on Client Tab, but the menu for Send letters is "Send Letter to Client", not all client letters were listed unless the Client Tab was selected.
j. Order Case Sub Type by Specified order in Systems Parameters (Parm Int Value)
k. BUGFIX - If Client did not take time off work and a absent from date was originally entered, then don't error when trying to submit claim
l. BUGFIX - If Client Employment Status is Other, set profession to other
m. BUGFIX - Allow use of details on letters for organisation to a case without have to save and then re-open the case