cases

Tech Report Letter Template

For testing purposes, a Letter Template called ME Tech Report has been created. When viewing a Case record, and selecting the "letter" icon, the template titled "ME Tech Report" is available. This template will generate an MS Word document, which has the layout of our Tech Reports with auto-generated data from within the Case form. e.g. Case Number, Contact details, Incoming message etc.

To assist staff managing cases in progress, a saved search called "Open Cases in Progress" has been created. This search view is colour coded to assist users in visually assessing the priority of each open case.