Th case management module is suitable for law firms to enable then track the progress of their cases and also keep other vital records. To create a Case you will have to first create a case type.
Case Type: Case types refer to categories of your cases. The following steps apply to creating a new case type;
- Logon to www.swift.ng.
- Click on 'Special Modules'.
- Click on 'Case Management'.
- Click on 'Case Type'.
- Click on 'Create New'.
- Enter the name of the case type and click 'Create'.
Edit Case Type: This allows you to make changes a case type you have created.The following step apply to editing a case type;
- Logon to www.swift.ng.
- Click on 'Special Modules'.
- Click on 'Case Management'.
- Click on 'Case Type'.
- Search for the case type and click 'Edit'.
- Make the desired changes and click 'Save'.
Delete Case Type: This allows you to delete a case type that you have already created;
- Logon to www.swift.ng.
- Click on 'Special Modules'.
- Click on 'Case Management'.
- Click on 'Case Type'.
- Search for the case type and click 'Delete'.
- Confirm action by clicking 'ok'.
New Case: After creating the case type you can now create a new case. The following steps apply to creating a new case;
- Logon to www.swift.ng.
- Click on 'Special Modules'.
- Click on 'Case Management'.
- Click on 'Create New'.
- Fill all fields and click 'Create'.
Edit Case : This allows you to make changes a case you have created.The following steps apply to editing a case;
- Logon to www.swift.ng.
- Click on 'Special Modules'.
- Click on 'Case Management'.
- Search for the case and click 'Edit'.
- Make the desired changes and click 'Save'.
Delete Case: This allows you to delete a case that you have already created. The following steps apply to creating a new case;
- Logon to www.swift.ng.
- Click on 'Special Modules'.
- Click on 'Case Management'.
- Search for the case and click 'Delete'.
- Confirm action by clicking 'ok'.
Assign Staff to Case: This action allows you to assign a staff to a case. The following steps apply to assigning staff to cases;
- Logon to www.swift.ng.
- Click on 'Special Modules'.
- Click on 'Case Management'.
- Search for the case and click on the case summary.
- Scroll down and click on 'Assign New Staff'.
- Select the staff and click on 'Create'.
Case Tracking: This feature enables you to know the progress of your Cases. The following steps apply to creating a new tracking record;
- Logon to www.swift.ng.
- Click on 'Special Modules'.
- Click on 'Case Management'.
- Search for the case and click on the case summary.
- Click on 'New Tracking'.
- Fill all fields and Click 'Create'.
Case Attachment: The following steps apply to creating a Case Attachment;
- Logon to www.swift.ng.
- Click on 'Special Modules'.
- Click on 'Case Management'.
- Search for the case and click on the case summary.
- Scroll down and click on 'New Attachment'.
- Fill all fields and click 'Create'.
Case Appointments: This allows you to create appointments for your cases. The following steps apply to creating a new case appointment;
- Logon to www.swift.ng.
- Click on 'Special Modules'.
- Click on 'Case Management'.
- Search for the case and click on the case summary.
- Scroll down and click on 'New Appointment'.
- Fill all fields and click 'Create'.