Enquiry screens bring the Proclaim-style workflow into Case Matters, so you can carry on working the way you're used to. You can access them from the Workflows tab, navigate the left-hand panel, and quickly search for a specific screen when your list is long. You'll also see how to reorder the screen list to suit your preference, and how to enter information into date and free-text fields before saving it against the matter.
Access enquiry screens
To access and use enquiry screens, watch our video or follow the steps below:
Open the relevant case in Case Matters.
Click the Workflows tab at the top of the case.
In the top right-hand corner, click Enquiries.
Your enquiry screens now show in the left-hand menu.
Navigate your enquiry screens
All your configured enquiry screens for your case type are listed in the left-hand navigation panel. To navigate the list and screens, follow the steps below:
From the left-hand panel, select the required screen.
The screen content displays in the centre of the page.
You can navigate through enquiry screens in much the same way as you do in Proclaim.
Search for a screen
To search for the required screen, follow the steps below:
In the top left-hand panel, click the Search Screens field.
Start to enter the name of the screen, the list automatically filters as you type.
To return to the full screens list, delete the text you typed.
Or click the X to clear the search field.
Change the screen order or view
To change how your screens are displayed in the navigation panel, follow the steps below:
Click the view options
icon in the top right-hand corner of the screen list.Select how you'd like to display screens:
Numeric and alphabetical order.
Standard screen order.
Enter information on a screen
You can enter a range of information using the field types in the enquiry screens, including:
Date fields: Click to enter or select a date.
Free text fields: Click and type directly into the field.
đ Note: Click Save to store any information you have entered or updated against the matter.