Case Management - Tasks

How-To's for managing cases within Guardian

Adding or Modifying an Additional Investigator or Case Officer
Fri, 29 Nov, 2019 at 11:19 PM
Custom Report Builder - Using Date Fields
This video will show how to use some of the date field options in the Custom Report builder to report on information before, after and between dates:
Mon, 16 Dec, 2019 at 10:08 AM
Merge Tag Email Tag Cheat Sheet
    Merge Tag Description Example [[SENDER_FULL_NAME]] Full Name of the Sender John A Smith [[SENDER_FIRST_NAME]] First Name of the Sender John [...
Tue, 16 Jun, 2020 at 8:51 AM
Interactions Feature - Logging an Interaction
Fri, 5 Jun, 2020 at 10:00 AM
Using the Case Report Function to Generate Summary Reports
Mon, 8 Feb, 2021 at 3:13 PM
Using the Share Feature to Share files with involved parties
Mon, 8 Feb, 2021 at 3:15 PM