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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 10:19 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 9:08 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, 31 Aug, 2021 at 3:27 PM
Interactions Feature - Logging an Interaction
Fri, 5 Jun, 2020 at 9:00 AM
Using the Case Report Function to Generate Summary Reports
Mon, 8 Feb, 2021 at 2:13 PM
Using the Share Feature to Share files with involved parties
Mon, 8 Feb, 2021 at 2:15 PM
How to Send a Case form to Involved Parties
Wed, 31 Mar, 2021 at 7:29 AM
Assigning Checklist Tasks and Due Dates
Wed, 1 Sep, 2021 at 3:16 PM
Using the Events Feature within a Case
Wed, 1 Sep, 2021 at 3:15 PM
Using the Nudge/Tag Feature on a Case
Sun, 21 Nov, 2021 at 6:16 PM
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