Cases in F2 Touch

In F2 Touch it is possible to navigate between the different records on a case as well as adding a record to an existing case.

A case icon is shown in the blue ribbon if the record is attached to a case.

Tap the case icon to view the case along with a list of its associated records.

Figure 1. View the case’s records

As in F2 Desktop, there are limited options for editing a completed case. This default behaviour can be disabled in cooperation with cBrain.

Create new record from case

You can create a new record from a case.

Tap the add icon and select Create email.

Figure 2. Create new record on a case

The Create email function is used for creating both emails and records. If no recipient is added in the “To” field, F2 creates a regular record.

Tick the “Use case” box at the bottom of the newly created record.

Figure 3. Attach a new record to a case

Tap Save to add the new record to the case.

Attach record to case

You can attach a record to an existing case or create a new case.

Tap Edit to enter edit mode and then Edit record in the grey ribbon at the bottom of the record. Then tap Select existing case in the "Case" section.

Figure 4. The “Case” field on a record

Search for the case you want to add the record to. F2 Touch automatically suggests cases matching your text. In the list of search results, tap on a case to select it.

Figure 5. Case search result list

Then tap Save to attach the record to the selected case.

Create new case

A new case can be created using either a new or an existing record.

Tap Create new email to create a new record. Alternatively open an existing record and enter edit mode by tapping Edit and then Edit record.

In either case, scroll down to the “Case” field.

Figure 6. The “Case” field on a record

Tap the plus icon next to “Create new case” in the case field. This opens a number of fields for case creation.

Figure 7. Create a new case

Fill in the case fields and tap Save to create the case.

Some fields may be mandatory depending on F2’s setup and the organisation’s internal guidelines. The fields for creating a new case are identical to those in F2 Desktop.

The case metadata

A case’s metadata can be accessed directly from the case. Tap the case number in the blue ribbon to view its metadata.

Figure 8. Go to the case’s metadata

The following is displayed in the case metadata:

Case title
Case number
Information about the creation of the case (case creator and creation date)
Information about the completion of the case (case completer and completion date)
The case’s keywords, if one or more keywords are attached
Deadline
The user or unit responsible for the case
The case’s status
The case’s progress code
The case’s file plan, action code and disposal code.

Figure 9. The case metadata

For iPads and Android tablets, the case’s metadata is displayed on the same screen as its records.

Edit the case metadata

You can edit certain case metadata directly in F2 Touch.

Go the case’s metadata and tap Edit in the bottom grey ribbon. Tap Save once you have edited the metadata.

Figure 10. Edit the case metadata

You need write access to the case in order to edit the case metadata.

You can also close or reopen a case and copy a case link from the bottom grey ribbon. The link is copied to the unit’s clipboard and can be inserted as a reference to the case either in F2 or in another programme.