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 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
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.