Web:Home Screen: Difference between revisions
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[[File:Screen Shot 2020-08-06 at 1.21.57 PM.png|200px]] | [[File:Screen Shot 2020-08-06 at 1.21.57 PM.png|200px]] | ||
To use the "Time/Notes", "Calendar", and "Time" buttons, you must first choose a client. Click the checkbox to the left of the client to select that client | To use the "Time/Notes", "Calendar", and "Time" buttons, you must first choose a client. Click the checkbox to the left of the client to select that client. | ||
[[File:Screen Shot | [[File:Screen Shot 2021-12-09 at 10.17.49 AM.png|200px]] | ||
Then press one of the buttons to quickly add Time, Notes, or Calendar entries to that selected case. | Then press one of the buttons to quickly add Time, Notes, or Calendar entries to that selected case. | ||
Latest revision as of 16:18, 9 December 2021
Home Screen
The Home Screen is the default web page for the Prime case management website. After logging on (and passing through error checking as necessary) this is the first screen you will encounter. In most instances, when you close other forms, you will also come back to this default page.
Log In Status/Log Out
Your status of being "Logged In" is shown in the top right. You can use the "Log Out" link when you are finished using Prime. Logging out will ensure someone else can't use your browser to look at information within Prime. You should always log out of Prime when you are not actively using it.
Menu
The full, Main Menu interface for Prime shows up on the Home Screen. The menu interface will change depending on the pages open within Prime. Some pages only show a "Home" link in the menu system.
Hold your mouse over the main items shown to see a dropdown list of available items. Click on an item to choose it.
Open Cases
The cases that have your staff number shown as the advocate AND which do not have a date closed are shown in the "Open Cases" box. The total cases shown appears in the header for the box after the "Open Cases" label.
You can sort the list by clicking on a heading (e.g., Name, Case Type (CT), Case Number, Date Open, Days Open). The first time clicked, the list will typically sort ascending based on the entry in that column. Clicking the header again will sort descending based on the items in that column.
Click on the name of the client to open that case file.
To use the "Time/Notes", "Calendar", and "Time" buttons, you must first choose a client. Click the checkbox to the left of the client to select that client.
Then press one of the buttons to quickly add Time, Notes, or Calendar entries to that selected case.
Today's Time
Time entries you've made for today are shown here. The total hours entered for today appears in the heading for the box next to the "Today's Time" label.
To open the time slip entry, click on the link to the left of the entry.
To generate your time sheet, click the "Time Sheet" button and fill out the appropriate entries.
Calendar
Your calendar entries for today are shown by default. The current date, or another data selected, appears in the header for the box after the "Calendar" label.
To open the calendar entry for an item shown, click on the link on the left of the item.
To change to a different date, click on the date shown in the header for the box:
Then choose a date using the calendar selector. Days with entries are shown with a red background:
Once you have chosen a different day, the date in the header will change to reflect that new day, and the calendar entries shown will be for that date.
Internal Messages
Unread Internal Messages are shown in the "Unread Messages" box. The number of unread messages appears in the header for the box after the "Unread Messages" label.
To read these messages, click anywhere in a message shown.
Special Note: To prevent an interruption in your use of Prime, the check for waiting, new Internal Messages is only performed on the home page.