Official User Manual
CaseTrace
Case Management System
Case Management System
Conciliation and Arbitration Board (CAB)
28
Manual Sections
4
User Roles Covered
17
Permission Categories
Introduction
Preface & Introduction
The CaseTrace case management system has been developed to streamline and digitize the case handling process for the Conciliation and Arbitration Boards (CAB). It serves as a comprehensive, secure, and user-friendly platform to manage cases efficiently from inquiry through closure.
This system enables users to perform complete end-to-end case management activities, including: adding new inquiries and converting them to applications and active cases; updating case statuses through closure; storing, managing and deleting case-related documents; tracking the three CAB surveys (Follow-up Assessments, Satisfaction Surveys, and Mediator Self-Assessments); and generating standard reports including quarterly caseload reports, ETR reports, and MER reports.
All CAB related resources including CAB Rules for Mediation and Conciliation Proceedings, Case Management Guidelines, Record Retention Policy, and other policies are available in the CaseTrace Library.
It is highly recommended that users familiarise themselves with the CaseTrace Library resources before using the system, as CaseTrace has been developed in alignment with these Guidelines, Policies, and related forms/templates.
Contents Overview
2Sign In to Your Account
3Forgot Password
4Create a New User Account
5Dashboard Overview & Navigation
6Add a New Case
7Convert Inquiry to Application
8Convert Application to Active Case
9Add & Manage Parties
10Personal Details Form
11Agreement to Mediate
12Add / Remove Mediators
13Add Referral Details
14Add Actions
15Upload Documents to a Case
20Close a Case
21Follow-Up Assessment
22Satisfaction Survey
27Documents Module
28User Permissions
Section 2
How to Sign In to Your Account
1
Step 1
Access the URL and click on the "Email or Username" field, then type your existing email address or username.
Sign-in page β Email or Username field
2
Step 2
Click on the "Password" field and enter your account password.
Entering the password
Your username will remain the same after migration. You can also log in using your existing email address. Usernames with special characters will be standardized β certain symbols, spaces, and non-Latin characters will be replaced with a dot (.).
If signing in for the first time, use the default password: Password786. You will be prompted to change it immediately.
3
Step 3
You will be prompted to change your password after your first login.
First-login: prompt to change password
Setting a new password
4
Step 4
After updating the password, you will be redirected to your Profile. Update your Date of Birth, then click Save & Next.
Profile page β enter Date of Birth
Date of Birth saved successfully
Confirmation: "Thank you for updating your details"
5
Step 5
Click Return to Home Page, then click Enter next to Case Management to access CaseTrace.
Home page β click Enter to access CaseTrace
Section 3
Forgot Password
If you have forgotten your password, follow the steps below. After three incorrect attempts the system redirects you to the Password Recovery page automatically, or click the "Forgot Password" link on the Sign-In page.
1
Step 1
Click the "Forgot Password" link on the Sign-In page.
Sign-in page β Forgot Password link
2
Step 2
Enter your registered Email Address and Date of Birth, then click Submit.
Password Recovery β enter email and date of birth
If details are correct: A password reset link will be sent to your registered email. Follow the instructions to reset your password.
Confirmation: password reset link sent
If details are incorrect: You must complete a verification form with your First Name, Surname, Email Address, Contact Number, and Country.
Verification form β details did not match
Verification form β fill in all required fields
Form submitted β awaiting admin review
Super Admin Review Process (Internal)
1
Step 1
Navigate to CDS Updates β Login Details Request CDS.
Super Admin β CDS Updates menu
2
Step 2
Review the submitted requests list and click Match against the entry.
Login Details Request list
3
Step 3
Click the Search icon next to the Email field. A green tick = match; red Γ = mismatch.
Match check β green tick (match) or red Γ (mismatch)
Details verified
4
Step 4
Click Send Login Details to send the reset link to the user.
Send Login Details button
Confirmation: login details sent
User: Reset Password screen (via email link)
Password successfully reset
Section 4
Create a New User Account & Set Password
1β3
Steps 1β3
Log in β Enter CAB CaseTrace β Navigate to User Management.
Navigating to User Management
4
Step 4
Scroll down in the grid to locate and click Add Users.
User Management grid β Add Users button
5β6
Steps 5β6
Enter all required user details: First Name, Surname, Gender, Email, Country, Access Area, Expiry Date, Access Level.
New user creation form
Selecting Access Area and Access Level
Setting Expiry Date
- You can only select Access Areas assigned to your own account.
- You can assign an Access Level equal to or lower than your own.
- Access Area is not mandatory at creation β it can be assigned later.
7
Step 7
Click Save and Next. The Member Details screen displays the new user's username.
Member Details screen β username for new user
Member Details β fields editable later (Access Level, Expiry, Area)
User account created successfully
9
Step 9 β New User First Login
New user logs in with their username and default password Password786. They are prompted to set a new password.
New user prompted to set a new password
10
Step 10
User updates their Date of Birth on the profile page, then clicks Return to Home Page β Enter Case Management.
New user updates Date of Birth
Return to Home Page
CaseTrace Dashboard β new user logged in successfully
Section 5
Dashboard Overview & Navigation
After logging in and entering Case Management, the Dashboard is your landing page providing a real-time overview of your caseload.
CaseTrace Dashboard β main landing page
Summary Cards
Four interactive summary cards at the top provide quick statistics. Clicking a count number filters the Case Management module to show only the relevant cases.
π Open Inquiries
Total open inquiries + those pending more than 60 days.
π Open Applications
Total open applications + those pending more than 60 days.
βοΈ Open Cases
Total active cases + those pending more than 180 days.
π Pending Follow-ups
Total pending follow-ups by Cases and Parties. Highlights those older than 60 days.
My Recent Cases
Lists the most recent cases you are involved with. Columns include Case No, Case Type, Current Status, Group, Date Added, and Closure Date. Click the pencil icon to open/edit a case.
Dashboard β My Recent Cases table
Upcoming Actions
Dashboard β Upcoming Actions section
Upcoming Follow-ups
Dashboard β Upcoming Follow-ups section
Section 6
How to Add a New Case
1
Step 1
Access the Dashboard or Case Management view.
2
Step 2
Click "Add New Case".
Add New Case button on Dashboard / Case Management
3
Step 3 β Select Case Details
Choose: Case Type, Date of Inquiry, Form of Case, Referred By, Case Category, Jurisdiction, Group, Sub Group.
New case β selecting case details
Selecting Group and Sub Group
4
Step 4
Click "Save and Next".
Case Summary screen after saving
5β6
Steps 5β6
You will be redirected to the Case Summary screen. Click "Back to Dashboard" β the new case appears in My Recent Cases.
New case visible in My Recent Cases
New case also visible in Case Management list
Section 7
Convert Inquiry to Application
1
Step 1
The case displays with status "Inquiry".
Case showing Inquiry status
2
Step 2
Click the Edit (pencil) icon to open the Case Summary screen.
Case Summary screen β Inquiry status
3
Step 3
Click "Convert to Application".
Convert to Application button
4
Step 4
Check the box: "Has the party officially engaged CAB's assistance?"
Checking the engagement confirmation box
5β7
Steps 5β7
Click Next, fill in Applicant Party information, then click "Save and Next".
Applicant party information form
Applicant details completed
Applicant party saved
8
Step 8
You are redirected to the Parties tab where the Applicant Party is listed.
Parties tab β Applicant party now listed
9
Step 9
Go to the Summary tab. Case Status is now "Application".
Case Summary β status updated to Application
Application date set based on the date entered
Section 8
Convert Application to Active Case
1β2
Steps 1β2
Find the case in "Application" status and click the Edit icon.
Case in Application status
3
Step 3
Click "Convert to Active Case". If no respondent has been added, the system prompts: "Respondent party not present. Please add the respondent party."
Convert to Active Case button
Prompt: respondent party not yet added
4
Step 4 β Add Respondent
Go to Parties tab β "Add New Party" β select Type as "Respondent" β enter details β "Save and Next".
Adding Respondent party
Respondent party details
Respondent party added to case
5β6
Steps 5β6
Navigate back to Summary tab and click "Convert to Active Case" again.
Back to Summary β Convert to Active Case again
7
Step 7
Select checkboxes: "Have all applicants and respondents been added?" and "Have all parties agreed to mediate?"
Confirmation checkboxes before converting
8β9
Steps 8β9
Enter the Active Case Date, then click "Convert to Active Case".
Entering the Active Case Date
Case successfully converted to Active Case
Case Summary showing Active Case status
Section 9
How to Add New Parties in CaseTrace
1β2
Steps 1β2
Click the Edit icon next to the case, then navigate to the "Parties" tab.
Navigating to the Parties tab
3
Step 3
Click "Add New Party".
Parties tab β Add New Party button
4β6
Steps 4β6 β Add Applicant
Fill in the required applicant details and click "Save and Next". The applicant appears in the party grid.
Filling in applicant party details
Applicant party shown in the Parties grid
7β10
Steps 7β10 β Add Respondent
Click "Add New Party" again, enter respondent details, click "Save and Next". The respondent appears in the grid.
Adding respondent party details
Respondent party added to the grid
Both Applicant and Respondent listed in Parties grid
Party details view
Party grid showing Edit and Delete options
Parties section complete
Once a Respondent is added, the delete option for the Applicant is no longer available. Deleting a Respondent from an Active Case reverts the case status back to Application.
Section 9.1β9.3
Party Documents, Edit & Delete
9.1 Add Party Documents
1β3
Steps 1β3
In the party form, use the Upload File section to upload the file, then click Save and Next. Navigate to the Documents tab to see the uploaded document.
Upload File section in the party form
File uploaded successfully
Documents tab showing uploaded party document
Document listed against the respective party
9.2 Edit Party Details
1β3
Steps 1β3
Click Edit against the party β update details β click Save and Next.
Edit action against a party
Party details updated and saved
9.3 Delete Parties
1β2
Steps 1β2
Click Delete against the party and confirm the prompt.
- Inquiry: "Are you sure you want to delete the party?"
- Application (deleting Applicant): "Case status will be changed from Application to Inquiry."
- Active Case (deleting Respondent): "Case status will be changed from Active Case to Application."
Delete party confirmation prompt
Party deleted, status updated accordingly
Section 10
Using the Personal Details Form
The Personal Details Form is visible under the Summary tab as soon as a case is created. Three submission options are available for both Applicants and Respondents.
Forms section visible under Summary tab
Option 1 β Share Link via Email (Applicant)
1β5
Steps 2β5
Select Share Link via Email β enter applicant's email address β click Save and Next. The form link is sent to the applicant.
Selecting Share Link via Email
Entering applicant's email address
Form link sent to applicant
6β7
Steps 6β7
Once the applicant submits, only the View icon is displayed. Click it to view the submitted form.
View icon appears after applicant submits the form
Option 2 β Complete Online (On Behalf)
1β4
Steps 8β11
Select Complete It Online β fill in the form on behalf of the applicant β click Save and Next.
Selecting Complete It Online
Personal Details Form β fill in on behalf of applicant
Form completed and saved
View icon available after online submission
Option 3 β Upload Document
1β4
Steps 12β15
Select Upload Document β select the Date Submitted β upload the form β click Save and Next.
Selecting Upload Document
Entering Date Submitted and uploading the document
Document uploaded successfully
The same three options are available for Respondents once the case is converted to Application status.
Respondent β Personal Details Form
Respondent Personal Details Form options
Respondent β Share via Email
Respondent β Complete Online
Respondent β Upload Document
Respondent Personal Details Form complete
Section 11
Using the Agreement to Mediate
The Agreement to Mediate form is available under the Forms section as soon as a case is created. It can be shared via email or uploaded as a document.
Agreement to Mediate β visible in Forms section
Applicant β Share via Email
1β6
Steps 2β6
Select Share Link via Email β enter applicant's email β click Save and Next. Once submitted, the View option becomes available.
Selecting Share Link via Email for Agreement
Entering applicant's email address
Agreement link sent to applicant
View icon available after applicant submits
Applicant β Upload Document
1β4
Steps 7β10
Select Upload Document β upload the signed Agreement β click Save and Next.
Uploading signed Agreement to Mediate
Agreement uploaded and View option available
Respondent β Agreement to Mediate
The same options are available for the Respondent once the case is converted to Application status.
Respondent Agreement to Mediate options
Respondent β Share Agreement via Email
Respondent β Upload Agreement Document
Respondent Agreement submitted
Both parties' Agreements to Mediate completed
Section 12
Add / Remove Mediators & Change Manager
Add Members to a Case
1β3
Steps 1β3
Open any non-closed case and navigate to the Members tab. By default, the case creator is the Case Manager.
Members tab β case creator assigned as Manager
4
Step 4
Click Add New Member. The popup displays users by Jurisdiction β Group β Sub Group hierarchy.
Add Member popup β user hierarchy
5β6
Steps 5β6
Select users and click Add Selected Members. They appear in the members grid.
Selecting members to add
Members added to the case grid
Remove a Member
7β9
Steps 7β9
Locate the user in the grid β click Delete β confirm with OK.
Delete action against a member
Member removal confirmed
Change the Case Manager
10β11
Steps 10β11
Click Make Manager against the desired user and confirm. That user becomes the new Case Manager.
Make Manager action in the members grid
New Case Manager assigned
Manager change confirmation
Updated Members grid with new Manager
Members section complete
Section 13
Add Referral Details
1β2
Steps 1β2
Click the Edit icon next to the case, then navigate to the "Referrals" tab.
Referrals tab
3β4
Steps 3β4
Click "Add New Entry" next to the relevant party (Applicant or Respondent).
Add New Entry button for Applicant and Respondent
5β7
Steps 5β7
Select the Institution, enter the Reason for Referral, select the Request Date, then click "Save and Next".
Referral entry β Institution, Reason, Request Date
Referral entry saved and displayed in the grid
Section 14
How to Add Actions
1β2
Steps 1β2
Click the Edit icon next to the case, then go to the Actions tab and click "Add New Action".
Actions tab
Add New Action button
3
Step 3
Enter action details. Select the appropriate Case Status (Inquiry, Application, or Active Case).
Action form β enter details and select Case Status
4β5
Steps 4β5
Click "Save and Next". The action appears in the Upcoming Actions grid.
Action saved and appearing in Upcoming Actions grid
Upcoming Actions grid with new action
6β8
Steps 6β8
Click the Edit icon on the action β mark it as Complete β click Save and Next. It moves to the completed actions grid.
Marking an action as Complete
Action moved to completed actions grid
Completed actions grid
Post Closure Actions (Follow-up, Satisfaction Survey, Mediator Self-Assessment)
Post Closure Actions display actions such as Follow-up, Satisfaction Survey, and Mediator Self-Assessment once they are completed.
Section 15
Upload Documents to a Case
1β2
Steps 1β2
Click the Edit icon next to the case, then go to the Documents tab.
Documents tab within a case
3β5
Steps 3β5
Use the Upload File option to select and upload a document, enter the required details, then click Add.
Upload File option in the Documents tab
Entering document details
Document uploaded and listed in grid
6β8
Steps 6β8
Click View to open/preview the file, or Delete to remove it (confirmation required).
Viewing/previewing an uploaded document
Delete document confirmation prompt
Section 16
Update Case Summary Details
1β3
Steps 1β3
On the Case Summary screen, click the Edit icon and update the required information.
Case Summary β Edit icon to update details
Editable fields in Case Summary
- Jurisdiction can only be updated by a Super Admin user.
- If you update the Case Type after adding Nature of Cases or Root Causes, you must first delete those entries, then re-add them for the new Case Type.
Section 17
Previous Legal Proceedings & Case Synopsis
1
Step 1
Ensure the case is in Inquiry, Application, or Active Case status. These sections are view-only for Closed cases.
Previous Legal Proceedings section on Case Summary
2β4
Steps 2β4
Click Edit against the section β add/update details β click Save and Next.
Editing Previous Legal Proceedings
Case Synopsis section
Synopsis details saved
Section 18
Nature of Cases & Root Causes
Nature of Cases
Visible for Inquiry, Application, and Active Case. Optional at Inquiry. Mandatory at Application and Active Case for closure.
Root Causes
Visible for Inquiry, Application, and Active Case. Optional at Inquiry/Application. Mandatory for closure after Active Case stage.
For Closed cases, these sections are view-only β you cannot add or edit details.
3β5
Steps 3β5
Click Add β select the appropriate option from the popup β click Save and Next. The selection appears in the grid.
Nature of Cases section on Case Summary
Selecting Nature of Case from popup
Root Causes section with selection saved
Section 19
Actions in the Calendar Module
1
Case Actions in Calendar
When actions are added to a case for specific dates, they automatically appear on the Calendar under their scheduled date.
Calendar Module displaying scheduled case actions
A specific action shown on the calendar date
2
Post-Closure Actions
Once a case is closed, three actions are automatically scheduled 30 days after closure: Post-Completion Follow-Up, Post-Completion Satisfaction Survey, and Mediator Self-Assessment.
Post-closure actions appearing 30 days after case closure
3
Navigate from Calendar
Clicking any action in the Calendar redirects you to the specific action within its respective case.
Clicking an action in Calendar navigates to the case
Section 20
How to Close a Case
Close at Inquiry Stage
1β7
Steps 1β7
Locate the case in "Inquiry" status β click Edit β click "Close Case" β fill in closure information β click "Save and Next". Status updates to "Closed at Inquiry Stage".
Case in Inquiry status β Close Case button visible
Clicking Close Case at Inquiry stage
Filling in closure information
Status updated to Closed at Inquiry Stage
Case closed at Inquiry stage confirmed
Close at Application Stage
8β13
Steps 8β13
Locate the case in "Application" status β click Edit β click "Close Case" β fill in details β click "Save and Next". Status updates to "Closed at Application Stage".
Case in Application status β Close Case
Close Case at Application stage
Closure form for Application stage
Status updated to Closed at Application Stage
Close an Active Case
14β16
Steps 14β16
Locate the Active Case β click Edit. If Nature of Cases or Root Causes are missing, the system prompts you to add them first.
Active Case β Close Case button
Prompt to add Nature of Cases before closing
Prompt to add Root Causes before closing
17β20
Steps 17β20
Add required information β click "Close Case" β fill in closure details β click "Save and Next".
Closure form for Active Case
Selecting closure status (Written Agreement, Verbal, Unsuccessful, etc.)
Active Case closed successfully
Case Summary showing closed status
Closed case visible in Case Management list
Post-closure follow-up actions automatically scheduled
Possible closure statuses: Successfully Closed β Written Agreement, Successfully Closed β Verbal Agreement, Unsuccessful, Withdrawn by CAB.
Section 21
Add Follow-Up Assessment
Follow-up assessments can only be added to cases Closed at Application Stage or closed Active Cases with: Successfully Closed (Written/Verbal Agreement), Unsuccessful, or Withdrawn by CAB.
Method 1 β Follow-Up Module
Follow-Up Module β navigate from top menu
Locate case and click Add (+) icon
Select party (Applicant or Respondent) and click Add New
Method 2 β From Case Management / Dashboard
Add New button on Case Summary tab for Follow-up
Method 3 β From Inside the Case
Follow-Up tab inside the case β Add New
Completing the Assessment
3
Step 3
On the first screen, select the party and select "Yes" for "Available for Follow-Up?" if the party is available.
Selecting Yes β party is available for follow-up
Follow-up assessment form β fill in each tab
Is this the final follow-up? Select Yes or No
Follow-up assessment submitted
When Party is Unavailable
- Party Unavailable β No Answer: Select a next follow-up date.
- Party Unwilling To Complete Survey: Treated as final β no further follow-ups.
- Party Unavailable (Since Last Three Attempts): Also treated as final.
Selecting No β party is unavailable
Selecting reason for unavailability
Setting next follow-up date (No Answer)
Party Unwilling β marked as final follow-up
Three consecutive attempts β marked as final
Method 4 β Send Follow-Up Link via Email
1β4
Steps 1β4
Click the Email icon next to the party β enter email address β click Save and Next. Once submitted, the email icon is replaced by a View icon.
Sending follow-up link via email to party
View icon replaces email icon after party submits
Section 22
Add Satisfaction Survey
Satisfaction Surveys can only be added to cases closed with: Successfully Closed β Verbal/Written Agreement, Unsuccessfully Closed β CAB Withdrew, or Unsuccessfully Closed β One Party Withdrew.
22.1 Send Survey via Email
1β6
Steps 1β6
Click Edit on an eligible closed case β go to Satisfaction Survey Form tab β click the Email icon next to the party β enter email β click Save and Next.
Satisfaction Survey Form tab
Email icon next to party for sending survey link
Entering party's email address
Survey link sent to party
View icon appears after party submits survey
22.2 Manually Add the Survey
1β7
Steps 1β7
Click Edit on the case β go to Satisfaction Survey Form tab β click the (+) icon β fill in responses manually β click Save. The entry can be edited later.
Add (+) icon to manually add survey response
Manual satisfaction survey form
Survey responses filled in manually
Survey saved β Edit icon available for future edits
Satisfaction surveys for both parties
Satisfaction Survey module overview
Section 23
Add Mediator Survey
The Mediator Survey is for cases closed with: Successfully Closed β Verbal/Written Agreement, or Unsuccessfully Closed β CAB/One Party Withdrew. You must also be added as a member of the case.
Method 1 β Manually Adding
1β6
Steps 1β6
Click Edit on the eligible case β go to Mediator Survey Form tab β click the Add (+) button next to your name β fill in all fields β click Save and Next.
Mediator Survey Form tab
Add (+) button next to mediator's name
Mediator Self-Assessment form β fill in all fields
Mediator survey completed and saved
Method 2 β Send via Email
A Regional Chair can send a Mediator Self-Assessment via email only if they belong to the same group as the case.
1β4
Steps 1β4
Click the Email icon next to the mediator β enter their email address β click Save and Next. Once submitted, the status shows Completed.
Sending Mediator Self-Assessment via email
Entering mediator's email address
Mediator survey submitted β status shows Completed
Section 24
Accessing Reports
24.1 Case Management Reports
Login β Enter CAB CaseTrace β Enter Case Management β Select the Reports tab.
π Case Load Report
Overall snapshot of case activities: open inquiries, applications, active cases, new case trends, conversion rates, resolution rates, and average case duration.
π Follow-up Report
Follow-up performance: attempts, completion percentage, and time taken for follow-up actions.
β³ Pending Follow-up Report
Cases and parties with pending follow-ups exceeding defined timelines (e.g., over 30 days).
π Quarterly Report
Quarterly summary by jurisdiction, group, case type, status, success rate, and duration to closure.
24.2 System Reports
Login β Enter CAB CaseTrace β Enter Case Management β Select the System Reports tab.
Case Summary Report
Case distribution by type and lifecycle stage (Inquiry β Closed).
Case Manager Summary Report
Total cases handled by each Manager, categorised by case types.
User Summary Report
Case type distribution at individual user level with stage-wise time metrics.
Case Type Report
Comprehensive overview: case load, root causes, outcomes, and efficiency per case type.
Detailed Data View Report
Complete case-level records: jurisdiction, status, dates, root causes, demographics, and follow-up data.
Follow-up Details Report
Follow-up records per case: settlement type, compliance status, referral outcomes.
24.3 Power BI Reports
Login β Enter CAB CaseTrace β Power BI to view reports prepared in Metabase based on Power BI files.
Section 25
Weekly Email Notifications
Weekly notification emails are sent automatically every Monday at 6:00 AM (Eastern Standard Time) to: Mediators, Regional Chairs, and National Chairs/National Administrators.
25.1 Mediators
Pending Inquiries, Applications, Active Cases, Pending Follow-up Assessments, and Pending Mediator Self-Assessments β each with a hyperlinked list of case numbers.
25.2 Regional Chair
Regional-level summary: Pending Inquiries, Applications, Active Cases, Follow-up Assessments, Mediator Self-Assessments, and Satisfaction Surveys. Shows total count + hyperlinked access.
25.3 National Chair / National Admin
Jurisdiction-wide overview of all categories above, with total case counts and hyperlinked case listings.
Section 26
Additional System Notifications
26.1 Records Disposal Pending
Sent when records disposal action remains pending for closed cases. Reminds the Case Manager to complete the required disposal process.
26.2 Upcoming Meeting Reminder
Triggered when an action is scheduled for a case. Sent one day prior to the scheduled action date.
26.3 Case Closed β Member Notification
Sent when a case is marked as closed. All users associated with the case are notified.
26.4 Case Member Added Notification
Sent when a user is added as a member to an existing case, informing them of their access.
26.5 Email Notifications on Form Submission
Sent upon submission of Personal Details, Agreement to Mediate, Follow-up, and Satisfaction Survey forms.
Section 27
Documents Module
The Documents Module enables users to organise and manage documentation using Categories, Folders, and Files.
27.1 Manage Categories
1β4
Steps 1β4
Navigate to the Documents module β click Manage Categories β enter the Category Name β click Add.
Documents module β Manage Categories button
Entering category name and clicking Add
Category added to the list
27.2 Add Folder Inside a Category
1β5
Steps 1β5
Click Add Folder β enter the Title β enter a Summary (required) β select the Category β click Save.
Add Folder button in Documents module
Folder form β Title, Summary, Category
Folder created under the selected category
27.3 Edit or Delete a Folder
Edit
Edit
Click the Edit icon next to the folder β modify details β click Save.
Delete
Delete
Click the Delete icon next to the folder β confirm by clicking OK.
Edit icon next to a folder
Editing folder details
Delete folder confirmation dialog
27.4 Upload Files to a Folder
1β6
Steps 1β6
Click Add File next to the desired folder β select the Date β choose the File Type β enter a File Description β upload the File β click Save.
Add File button next to a folder
File upload form β Date, Type, Description, File
27.5 View and Manage Uploaded Files
View
View Files
Click View Files next to the desired folder to see uploaded files. From the list: Edit to update description, View to open/preview, Delete to remove.
View Files button next to a folder
List of uploaded files within a folder
File actions: Edit, View, Delete
Previewing an uploaded file
Section 28
User Permissions
This section explains how each feature behaves based on the user's assigned access level and jurisdiction/group/sub-group. The four main roles are: National Chair, National Admin, Regional Chair, and Local Chair.
| Permission | National Chair | National Admin | Regional Chair | Local Chair |
|---|---|---|---|---|
| Create Cases | β Jurisdiction | β Jurisdiction | β Regions | β Local Groups |
| View Cases | β Jurisdiction | β Jurisdiction | β Regions | β Local Groups |
| Update Cases | β Jurisdiction | β Jurisdiction | β Regions | β Local Groups |
| View & Upload Documents | β Jurisdiction | β If Manager/Member | β Regions | β Local Groups only |
| Manage Follow-Up Assessments | β Jurisdiction | β Jurisdiction | β Regions | β Local Groups |
| Change Mediators | β Jurisdiction | β Jurisdiction | β Regions | β Local Groups |
| Assign Mediators to Multiple Regions | β Jurisdiction | β Jurisdiction | β Regions | β Not allowed |
| Add Users (Registration) | β Jurisdiction | β Jurisdiction | β Not allowed | β Not allowed |
| Change Group/Sub-Group | β Jurisdiction | β Jurisdiction | β Regions | β Not allowed |
| Manage User Roles & Permissions | β Jurisdiction | β Jurisdiction | β Regions | β Local Groups |
| Delete Closed Cases | β Not allowed | β Not allowed | β Not allowed | β Not allowed |
| Delete Inquiry / Application | β Jurisdiction | β Jurisdiction | β Not allowed | β Not allowed |
| Delete Applicant/Respondent (Inquiry/App) | β Jurisdiction | β Jurisdiction | β Not allowed | β Not allowed |
| Delete Applicant/Respondent (Active) | β Not allowed | β Not allowed | β Not allowed | β Not allowed |
| Reopen Cases | β Jurisdiction | β Jurisdiction | β Not allowed | β Not allowed |
| Access CAB Library & Knowledge Base | β All | β All | β All | β All |
| Access Satisfaction Survey | β Jurisdiction | β Except own cases | β Regional | β Local Panel |
Delete Closed Cases and Delete Applicant/Respondent at Active Case are restricted to Super Admin only.