Web:Home Screen

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.

Home Screen Usage Manual

Overview

The Home page is a personal dashboard made up of widgets. Widgets are small cards that show frequently used information or shortcuts, such as open cases, today’s time, calendar items, internal messages, searches, and custom table views.

Your Home Screen layout is saved to your staff profile, so changes you make should remain in place the next time you open Prime 16.

Default Widgets

By default, the Home Screen shows these widgets:

Widget	What it does
Open Cases	Shows your open cases and stale case count. You can search the list, open a case, email a client, or select a case and use Time/Notes, Calendar, or Time.
Today’s Time	Shows time entries for today and the total hours entered. The Time Sheet button opens your staff time sheet.
Calendar	Shows today’s calendar entries. Click the Calendar heading to display the calendar picker.
Internal Messages	Shows unread internal messages and the current unread message count. Click the message list to open Internal Messages.

Available Widgets

The following widgets can be added to or removed from the Home Screen:

Widget	Description
Open Cases	List of your open cases, with stale case count and quick case actions.
Today’s Time	Today’s time entries and total hours.
Calendar	Calendar items for the selected day.
Internal Messages	Unread internal messages.
Quick Actions	Shortcuts for New Eligibility, New Client, New Time Entry, New Calendar Event, and New Internal Message.
Search Tools	Shortcuts for Eligibility, Clients, Calendar, Time, and Internal Messages searches.
Custom Table View	A customizable table widget.
Custom Table View 2	A second customizable table widget.
My Favorites	A customizable list of favorite shortcuts.
My Stale Cases	A customizable stale case list.
Upcoming Deadlines	A customizable upcoming deadline list.
Error Check Summary	Shows current error count, allowed error count, and a link to Error Check.

Opening Home Screen Customization

To customize the Home Screen:

1. Open the user menu in the upper-right corner.
2. Click Home Screen.

You can also click the round + button in the lower-left corner of the page. This opens the same customization panel.

Adding a Widget

To add a widget:

1. Open the Home Screen customization panel.
2. Find the widget in the checkbox list.
3. Check the box next to the widget name.

The widget appears on the Home Screen and the change is saved automatically.

Removing a Widget

There are two ways to remove a widget.

From the widget itself:

1. Click the x button in the widget header.
2. The widget is removed from the Home Screen.

From the customization panel:

1. Open the Home Screen customization panel.
2. Uncheck the box next to the widget name.

Removing a widget only hides it from your Home Screen. It can be added again later.

Rearranging Widgets

To move widgets:

1. Place your mouse on a widget header.
2. Drag the widget to the desired position.
3. Drop it into place.

The new order is saved automatically.

Compact View

The customization panel includes a Compact checkbox.

Use Compact view when you want the widgets to take up less vertical space. This reduces padding and makes widget content more condensed.

Resetting the Home Screen

To restore the default Home Screen:

1. Open the Home Screen customization panel.
2. Click Reset.
3. Confirm the reset.

This restores the default layout: Open Cases, Today’s Time, Calendar, and Internal Messages.

Customizable Widgets

My Favorites

The My Favorites widget lets you choose which shortcuts appear in the widget.

Available favorite shortcuts include:

• Search Eligibility
• Search Clients
• Search Calendar
• Search Time
• Search Internal Messages
• New Eligibility
• New Client
• New Time Entry
• New Calendar Event
• New Internal Message
• Internal Messages
• Error Check

To change My Favorites:

1. Open the Home Screen customization panel.
2. In the My Favorites section, check the shortcuts you want.
3. Uncheck shortcuts you do not want.

Changes are saved automatically.

My Stale Cases

The My Stale Cases widget shows open cases that have not had recent activity.

You can choose the stale case threshold:

• 30 days
• 60 days
• 90 days

To change the threshold:

1. Open the Home Screen customization panel.
2. Use the My Stale Cases dropdown.
3. Select the number of days.

Upcoming Deadlines

The Upcoming Deadlines widget shows upcoming calendar items that are appointments, case tickles, or reminder tickles and are not completed.

You can choose how far ahead to look:

• 7 days
• 14 days
• 30 days

To change the date range:

1. Open the Home Screen customization panel.
2. Use the Upcoming Deadlines dropdown.
3. Select the number of days.

Custom Table View and Custom Table View 2

The Custom Table View widgets let you create a saved table view on your Home Screen. There are two separate custom table widgets, so you can keep two different table views.

To configure one:

1. Add Custom Table View or Custom Table View 2 to the Home Screen.
2. Click Configure in the widget header.
3. Enter a Widget Name.
4. Choose a Table.
5. Choose a Sort By field and sort order.
6. Select the fields to display.
7. Enter any criteria needed to filter the rows.
8. Click Apply.

The widget refreshes with the saved settings.

Available tables include:

Table	Opens records in
ClientsW	Client records
Eligibility	Eligibility records
Online Intake	Online Intake records. This option is available only to users with the Admin or OnlineIntakes role.

Notes for Custom Table View:

• The table ID field is always included.
• The table ID field opens the related edit page.
• You can display up to 7 fields, including the table ID field.
• You can enter up to 7 criteria rows.
• Criteria rows are combined together, so a record must match all entered criteria.
• Use me for your staff number.
• Use today for today’s date.
• Use null with = or <> to find blank or non-blank database values.

Available criteria operators:

Operator	Meaning
=	Equals
<>	Does not equal
>	Greater than
>=	Greater than or equal to
<	Less than
<=	Less than or equal to
contains	Text contains the value entered
starts with	Text starts with the value entered
is blank	Field is blank
is not blank	Field is not blank

Automatic Refreshes

The Home Screen refreshes periodically while it is open. It does not refresh while you are editing a field, while the customization panel is open, or while the browser tab is hidden.

New internal message checks only happen while you are on the Home page.

<<page updated 2026-06-23 @ 14:14>>