OVERVIEW

This article shows users the different areas where new Case Manager USER ACCOUNTS can be created.

Case Managers represent the Company's employees that are associated with a Kawaconn case, mostly comprising of users requesting medicolegal services for their clients.

By containing Case Managers as USER ACCOUNTS:

• Case Managers can be reused for future cases (avoiding double-entries)
• Staff can manage a Case Manager’s list of impending tasks to complete
• Case Managers with logins can analyse and manage their own bookings/requests and tasks to complete

CONTENTS

• CREATE A CASE MANAGER FROM USER ACCOUNTS (SINGULAR)
• CREATE CASE MANAGERS FROM USER ACCOUNTS (BULK UPLOAD)
• CREATE A CASE MANAGER FROM WITHIN A REPORTING SERVICE CASE

CREATE A CASE MANAGER FROM USER ACCOUNTS (SINGULAR)

1. Go to the sidebar menu and select USER ACCOUNTS → Case Managers.
2. Hover over Add New and select Add Direct.
3. A new Create Case Manager window is opened. Enter profile information, where required. 
4. Once all mandatory fields have been entered, at the bottom of the tab, select Save.

CREATE CASE MANAGERS FROM USER ACCOUNTS (BULK UPLOAD)

1. Go to the sidebar menu and select USER ACCOUNTS → Case Managers.
2. Hover over Add New and select Add Via File. This opens the pop-up window Upload Contact List.
3. Download the CM Import Template.
4. Add new Case Managers by filling information per column in sheet "CaseManagers".
   • For "ID" columns, do not add any information and use the columns to their right to automatically add their appropriate IDs.
   • Do not alter any information in sheet "Config".
5. Once saved, attach the Import Template back to the Upload Contact List attachment box. Kawaconn automatically processes the template and notifies if the upload is successful.
6. If saved successfully, close the Upload Contact List window and refresh the Case Managers database to see the newly added users.

CREATE A CASE MANAGER FROM WITHIN A REPORTING SERVICE CASE

1. Open or Create a CASE MANAGEMENT/REPORTING SERVICES case.
2. Go to section Booking Company.
3. Next to field Booking Case Manager, hover over Add/Edit and select Add Case Manager.
4. A new Case Manager Detail window opens. Enter profile information, where required. 
5. Once all mandatory fields have been entered, at the bottom of the tab, select Save.

Notes/Tips

1. Each Kawaconn case contains a navigation menu easily switch between sections. The menu is collapsible and located in the top-right area of the case. Click Navigator to expand and access a case section.
2. Whilst being newly created, only tabs General Information and Accounting & Booking Information are editable. After creation, all other sections are accessible.