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Web:Home Screen

From Prime 16 Online User's Manual
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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).

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 anywhere in a row (except on the client's name) to choose a client record.

Choosing a client record will cause it to have a yellow background on that row.

Then press one of the buttons to quickly add Time, Notes, or Calendar entries to that selected case.

Today's Time

Calendar

Internal Messages