The case window ribbon

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.

Menu items for working with cases are found in the case window ribbon. The availability of many of the functions in the case window ribbon depends on the case status and your access rights to the case.

image
Figure 1. The case window ribbon

You can adjust the ribbon in the "Customise toolbar and ribbon" window.

The menu items in the case window ribbon are described below.

Function Description

image

Use Go to main window and Go to record on this case to navigate to the main window or the open records on the case.

Click the drop-down menu of Go to record on this case to view your open records.

image
Figure 2. Navigate to open records on the case
The Go to record on this case menu item is available if at least one record is open.

image

Click on Edit to enter edit mode. This requires write access to the case and lets you edit the case metadata.

image

Click on Save to save any changes. This button replaces Edit when the case is in edit mode.

image

Cancel is available when the case is in edit mode. Click to undo all changes done in edit mode.

image

Delete deletes the case and its records. To delete cases you must have either the “Can delete cases” privilege or the “Can delete everything on cases” role.

image

Open the “New record” dialogue from which you can create a new record.

A record created from the case window is attached to the case unless deselected in the “New record” dialogue.

image

Add to the case a:

New additions in the case window are attached to the case unless deselected during creation.

image

Add to the case a:

  • New note

  • New annotation

  • New quality stamp. This is a special note indicating that e.g. a selected keyword or action code has been quality assured.

The “Quality assurance” dialogue shows who has quality assured the case, when it has been done, and displays any comments.

image
Figure 3. The “Quality assurance” dialogue

image

Add an FOI request to the case using the FOI Request, Advanced add-on.

image

Make the case available on an iPad using F2 Manager.

image

Add a case guide to the case. Contact cBrain for further information about case guides.

image

Change the case status from “In progress” to “Complete” thus closing the case. F2 may perform a cleanup of the records on the case.

Closing cases requires the “Closer cases” privilege. Read more about this privilege and F2’s default behaviour when completing a case.

image

Reopen the case.

After a case has been closed, it can be reopened. Reopening cases requires the “Reopener case” privilege.

image

image

Show/hide the case folder structure.

image

Update the list of case records. This update can also be performed by pressing the F5 key.

image

Choose the location of the preview of records and documents. This setting affects all cases, but has no effect on the main window preview.

image

Activate auto grouping.

If auto grouping is active, you can group the result list by its columns.

image

Edit auto grouping of case records.

This function is disabled when auto grouping is deselected.

image

Show case history.

image

Show related cases, if any.

image

Contains two functions:

  • Participant types shows the case participants (add-on module). Read more about F2 Participant Types (available in Danish).

  • Show all participants of the case and its records shows the participants involved in the case and its records. The participants’ access rights to the case and records are also displayed.

image
Figure 4. The “All participants of the case and its records” dialogue

image

Contains two functions:

  • Copy link to this case creates a link to the case.

  • Copy case number copies the case number.

image

Search across records, chats, documents and more using the cSearch add-on module.