Setup & Configuration

How-To Guides for Setting up and Configuring various aspects of Guardian

Using Custom Letter Head per Incident Type
Tue, 1 Feb, 2022 at 8:13 AM
Auto Assign Cases and Notify Users by Location and Building Combination
Tue, 1 Feb, 2022 at 8:16 AM
Editing a User's Information as a Super Admin (Update Email Address)
Tue, 24 Oct, 2023 at 4:00 PM
Editing Details (which fields display) in Prior Cases Summary screens
Tue, 27 Sep, 2022 at 7:56 AM
Configuration - Determining which types of cases display in Prior Cases to users without access
How to Determine whether a user's case history for a particular incident type displays in their Prior Cases to Case Managers that do not have access to ...
Mon, 20 Feb, 2023 at 11:09 AM
How to Control how Involved Party Roles Display on Workflow Cards
Tue, 16 May, 2023 at 1:18 PM
Making Locations Dynamic and Incident Type Specific
Tue, 16 May, 2023 at 1:21 PM
My Settings - Controlling the Default setting for Officer for Workflow and List View
Tue, 16 May, 2023 at 1:25 PM
IR Forms - Making IR Form Labels Dynamic by Incident Type
Tue, 2 Jan, 2024 at 8:22 AM
Disabling the Involved Party suggestion list for Email Sending
Wed, 10 Jan, 2024 at 4:44 PM