Navigating the Home Page
- Vi.Dang
- Janine.Moll
This guide will provide instructions on how to navigate the home page.
Instructions
Once the user has logged into Universal Case Management (UCM) and chosen the required application to access Rapid Response work (see guide: Logging onto Universal Case Management (UCM)), the screen will display the users’ home page.
The page will automatically open to display the tab: My Work
On the left side of the page, there are three (3) fields the user can choose with the following functions:
My Work: functionality on a users’ home page to allow access to:
My Engagements: all open/pending cases (jobs)
My Follow-Ups: all open/pending follow-up cases (jobs)
Recently Completed: not currently in use.
My Calendar: functionality on a users’ home page to manage diary functions (i.e., past and upcoming appointments, availabilities and working schedules).
Engagement Search: functionality on a users’ home page to search for customer programs and engagements under the following properties:
Customer ID (i.e., customer name)
Customer Program ID (i.e., CP number)
Engagement ID (i.e., E number)
From Date / To Date
Status (i.e., pending engagement, resolved etc).
And a section which will display the users’ most recent five activities:
Recents: display of five (5) most recent cases on home page, with functionality to navigate to ‘see all’ cases.
As each of these fields on the left-side of the page are selected, they will open as separate tabs across the top of the page to allow for easy navigation and to access multiple tab functions at once.
On the right side of the screen, click on the user initials to access a drop-down menu with the following options:
Switch apps: where an arrow is displayed, the user has access to a range of applications (apps) to choose from (see user guide: Logging onto Universal Case Management (UCM))
Notification preferences: allowing functionality and choice for users regarding various notifications by ‘general’ and by ‘case-type’.
Log off: log-off functionality
Note – it is recommended that the user logs-off each time they exit the program so as to allow for updates/refreshed material to populate the program.
There is search bar on the top-right hand side of the page which allows the user to search for Customer Program (CP) or Engagement (E) numbers, however it is recommended that for greater functionality users undertake searches through the ‘Engagement Search’ tab, accessible from the left-side menu.