Start by choosing a specific client or portfolio. Alternatively, dive directly into any record from the system.
Click on a case (1).
This takes you to the Case Overview page, where you can view and edit information.
Fields on the case overview screen are editable if you have the correct access rights (e.g., "Editable Rights").
Hover over a field to highlight it, then click to make changes.
Changes save automatically in real time when you click outside the field. All changes are tracked in the Activity tab (1). Each update is time-stamped with:
- User information (e.g., who made the change).
- Date and exact time.
- Details of the field updated (e.g., "Publication Number changed to X").
Use the search function (2) within the Activity feed to find specific changes or updates. You can generate reports across the system or portfolio to track all audited changes for legal or compliance purposes.
