Management and organisation

F2 provides different options for managing and organising your own and your unit’s work. You and your unit can manage the placement of records in personal lists or unit lists and further organise them using flags and deadlines. You can also add pop-up reminders to your records. These and other functions can be made easily accessible by adding them to a quick access toolbar.

Besides working in units, F2 also offers cooperation across the organisation in the form of teams. You can organise a team, which among other things can be used for restricting access to both records and cases or added as a supplementary case manager. Teams are created and managed by administrators.

Certain tasks related to management and organisation are performed using add-on modules such as F2 Request and F2 Approvals. These tasks are described under their respective modules.