The history screen shows all relevant case history (files, notes, actions taken) for the case.
The left hand side of the screen show the history entries using the standard cManager list functionality. You can sort, filter, group this list as with other lists in cManager.
There's also a find area and you can filter/find an entry using this find area
If there's a document or email linked to the history entry, a preview of it will be shown in the Preview Area on the right hand side of the screen and you'll also see a File icon or Email icon in the File column. To open the document for editing / viewing, double click the attached file icon.
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
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.
Resizing the History List and Preview panel
You can resize the size of the list and Preview Area using the Splitter as shown below
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. Please limit the name to be less than 50 characters and avoid all special characters , especially / \ : @ ; "
Please do not move any files in the Case Folder manually (eg. by using the Explore Case Folder and moving files into sub folders).
If you have moved it manually, the file will not be where cManager saved and you will not be able to view / open it using the History screen and you will get the following message:
If you need to organise files, please use the Sub Folder column to move them via cManager. That way cManager can track where the document is and allow you to preview and open it using the case history screen.
If a file has already been moved into a sub folder manually, you can tell cManager which sub folder it is now in by selecting the folder from the drop down list.
The list of sub-folders is complied from the folders that already exist in the case folder and those defined a standard folders for this case type using the System Parameter code 20002.
cManager can be configured to auto-create a list of the sub folders when a new case is added. see Custom Case Sub Folders for more details
Adding History / Minutes
You can add additional history notes and minutes using the Add History / Minutes button. Note, that this does not reset the timer on the main case details form as described in Case Timer