Guide to Managing Cases in the System

This Video guide provides a step-by-step process for managing cases within the system, including creating new cases, adding content, and utilizing various features.

Accessing Cases

• Click on the Cases icon in the middle of the screen.

• On the left-hand side, view the case cabinets representing different departments or clients.

• Click on a cabinet to filter the list of cases on the right-hand side.

• To view all cases, click on All Cases.

Creating a New Case

• Click New on the right-hand side of the screen to create a new case.

• Enter a case name, e.g., Sample Case.

• Optionally, add a Presenting Complaint.

• Fill in additional fields as needed, such as custom fields, annotations, and resource usage.

• Use the Share option to set access permissions.

Building Case Content

• Click the Case Content button to start adding content.

• Each part of the case is displayed at the top of the page, indicating who will interact with it.

• To create a faculty checklist, click New Section and add a title, e.g., Initial Assessment.

• Add items such as Yes/No questions, adjust points, and add notes as needed.

• Reorder items by dragging them into the desired position.

Reusing Content

• Use the Reuse option to search for and add existing questions or sections.

• Search by keywords to find relevant content.

Adding Multimedia

• Insert media by clicking Insert Media or by dragging files directly into the interface.

• Edit and resize media as needed.

Finalizing and Saving

• The system auto-saves changes, so no final save button is required.

• To edit an existing case, double-click on it to access the content.

• Set time limits for learner data entry components if needed.

Once you have completed your edits, you can return to the case manager or home screen.