March 19 2025
How to configure the case list grid for new Case Manager users
By default, new users will be shown a blank or empty case list grid. Until they have cases shared with them or allocated to their account. We recommend a user duplicates a case list grid view to be used as the default view, so that others can use this for their default case list grid view. This process is shown below:
- Log into Case Manager
- Select the ‘Case List Criteria’ icon as shown below
- Choose the ‘Save’ option
- Select the view you wish to share with new users, then select the Duplicate option
- Give the view a title and tick the ‘Make available to other users’ option
- Click Save Now and OK
Note: In most cases, we recommend firstly duplicating an existing grid view before sharing (by selecting the duplicate option above). By doing this, the sharer of the original view can then keep their own saved grid and the shared view can be updated as needed.
This view will then be shared with all other users, and any new user will simply need to select the Case List Criteria option and ‘load’ the shared view
Now when a new user logs into Case Manager, they can simply change their case list grid view by selecting the newly duplicated saved view. More information can be found here – Case List Criteria