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      Case2CM User Manual 1.0.0
      • 21 Aug 2023
      • 4 Minutes to read
      • Contributors
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      Contents

      Case2CM User Manual 1.0.0

      • Updated on 21 Aug 2023
      • 4 Minutes to read
      • Contributors
      • Print
      • Dark
        Light
      • PDF
      Article summary

      ACCESSING THE ADMIN CONSOLE

      Restricted Access

      The Administration Console can only be accessed by Content Manager Administrators, Records Managers, or any Admin Whitelisted Users.

      GENERAL

      General settings for the application will be displayed here.
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      IMPORTING AND EXPORTING SETTINGS

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      Click the Export Settings button to download a zip file of the current Case2CM JSON settings files.

      Click the Import Settings button to import Case2CM JSON settings files to the application.

      DOWNLOAD LOGS

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      Click the Download Logs button to download a zip file containing the Case2CM log files.

      ADMIN WHITELIST

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      Input the name of the user to be whitelisted to allow administrator rights for accessing Case2CM. Click the Save button to save changes.

      Access Rights

      Anyone that is labelled in the admin whitelist will have full administrators’ rights within Case2CM.

      UPDATING THE CONNECTION DETAILS

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      NameDescription
      Dataset IDThe 2-character Content Manager dataset identifier
      Workgroup Server NameThe name of the Content Manager Workgroup Server
      Temp PathPath where temporary files and logs are stored

      APPEARANCE

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      PRIMARY BACKGROUND COLOUR

      Click Pick Colour to select the background colour for the header and footer.
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      PRIMARY FONT COLOUR

      Click Pick Colour to select the font colour for the header and footer.
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      LOGO

      To change the Logo, drag and drop the image to the Upload New Logo drop zone.
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      Click the Upload button to save the changes.

      Image Formatting and File Size

      We recommend that the image dimensions and file size are optimised to ensure there are no long load times introduced for excessively large images. Optimal naming conventions for images excludes the use of punctuation and special characters including underscores or dashes.

      EMAIL NOTIFICATIONS

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      Settings are configured for the generation and sending of emails from CM2WebShare to the nominated users.

      NameDescription
      Mail HostEmail server address.
      Mail PortThe Email server port.
      Send FromThe nominated sender e-mail address
      License ExpiryA comma separated list of email address who will receive the license expiry e-mail notification.
      StatisticsA comma separated list of email address who will receive the monthly statistics report showing the monthly usage of Case2CM.
      ErrorA comma separated list of email address who will receive the error report showing any errors that occurred within Case2CM API

      LICENSE EXPIRY EMAILS

      A license expiry notification will be sent 60, 30, 10, 5, 4, 3, 2 and 1 day(s) before the license expires. The email will be sent to the provided License Expiry Contacts. Multiple contacts can be added by adding ';' after each contact
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      STATISTICS EMAILS

      An email will be sent monthly showing the monthly usage of Cas2CM to the Statistics contacts provided. Multiple contacts can be added by adding ';' after each contact.
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      Click the Send Email button to send the statistics email.
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      LICENSE

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      Displays information about the currently configured license and when it will expire. For detailed instructions on updating a license please see the LICENSE UPDATE GUIDE.

      CONTENT MANAGER

      The Content Manager settings maintains general Content Manager settings for Case2CM
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      DOCUMENT RECORD TYPE

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      The Document record type that all documents, emails and brief records will utilise.

      CLIENT FOLDER RECORD TYPE

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      The Client folder record type used to create the Client Structure in Content Manager.

      CASEHQ ID FIELD

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      The additional field used to uniquely map transferred CaseHQ items into Content Manager.

      CASE DOCUMENT ID

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      The additional field used to uniquely map transferred CaseHQ documents into Content Manager.

      PRACTITIONER ID

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      The additional field used to uniquely map transferred CaseHQ practitioners into Content Manager.

      CASES

      The Cases settings allows for the configuration of all Case Type Structures, for the transfer of Cases from CaseHQ to Content Manager
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      CONTAINER TYPE

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      Select the parent folder for the case structure. All parent case folders will use this record type selected.

      If the record type contains any mandatory fields, it is required to provide the appropriate values. Mandatory fields are indicated with a red asterisk (*)
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      SUB FOLDER TYPE

      To include a sub folder type, toggle the Choose Sub Folder Record Type.
      Select the sub folder record type. All case sub folders will use this record type selected.
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      If the record type contains any mandatory fields, it is required to provide the appropriate values. Mandatory fields are indicated with a red asterisk (*)
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      CASE TYPES

      For each case type that is required for transfer, an associated structure must be created. If the associated case type is not provided, the transfer of the case will not be successful.

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      To create a case type structure, complete the following

      1. Click New Case button
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      2. A pop up will display allowing for the configuration of the folder structure

      3. Provide the Case Type Name
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      4. Provide the title of the folder to be added to the structure.
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      5. Click Add

      6. Repeat Steps 4 - 5, for all folders required.

      7. If a folder is required to be deleted, click the trash icon on the associated folder
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      8. Click Ok
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      9. Repeat Steps 1 - 8 for all Case Types required.

      10. Click Save

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