Cases
The content of this website is last updated to F2 version 11. cBrain are working hard on supplying you with the newest documentation of F2. |
In F2 cases are used to compile records concerning a single subject, area, or situation. Cases help you create an overview and find your own work and the work of others. You can attach a record to a case either when creating a record or during your work on the record. A case is always created based on a record.
Here you can read about cases in F2. You can learn how to create a case, how to use the case window ribbon, and how to work with the case metadata.
You can restrict access to a case. Read more about managing read and write access to a given case and its records in Access control.
The case window layout
You can access the case window in several ways. For example, you can double-click a case in the result list or select Open case in the context menu of a record.
The case window consists of eight elements:
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The user identification, which shows your username and current unit.
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The case metadata such as case title, the user or unit responsible for the case, and case status. This is called the simple case view.
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Additional metadata shown by clicking Show more fields. Here you can allocate responsibility, tag the case, and specify participants. This is the extended case view.
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Case folders. You can create any number of case subfolders for the purpose of organising the case records.
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The result list showing the records attached to the case. You can edit the result list’s column layout as needed.
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A preview of the record you have selected in the result list. The preview can be hidden.
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Case tabs. See below.
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”Case” is the primary case tab with menu items for communication, administration, and control. The tab corresponds to the "Main window" tab of the main window ribbon.
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”Participants” lists the participants involved on the case. The tab offers the same functions as the corresponding tab in the record window.
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"FOI Request"/"F2 Manager"/"Case guide": Each of these add-ons will have their own tab, if they are available in your F2 installation.
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"Help" lets you access F2’s help functions, which include short articles on using F2 and links to in-depth articles.
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"F2" lets you access a number functions, such as document recovery.
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