Using E-Class

Viewing Active Case Files

This is a PowerPoint presentation of about five minutes duration.

It will explain how to view your own active case files… or filter the active case files list by organization or user.

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Active Case Files List

By default, E-Class displays your active case files when you log on.

Using that same screen, you can also monitor the active case files for one or more organizations or “on the desks of” one or more HR Consultants.

E-Class first displays your “to do” list…

If you have no case files waiting for your action, the screen will look like this...

E-Class first displays your “to do” list…

If you do have case files waiting for your action, the screen will look like this...

File identifier

Ministry “owning” the position under review

Position title

It’s on Tom’s desk!

Tom’s location

The date it arrived on Tom’s desk The sender’s

stated priority

The latest state, or action required

Filtering the Active Case Files List

Users can monitor the status of any active case without having to ask or phone for status updates.

The next slides will demonstrate some typical situations where the View Active Cases Screen is useful…

Examples

Show me a list of all active cases…

Show me the status of all active cases for the Ministry of Agriculture, Food and Fisheries…

Example

Show me the status of all active cases for the Ministries of Education, Advanced Education and Skills, Training and Labour…

Select multiple ministries by holding down the <Ctrl> key while clicking selections on the scrolling list of ministries.

Example

Show me a list of the active cases on the desks of Marilyn, Martin and Norma…

Team leads can monitor caseloads of team members without having to ask them for updates.

Select multiple users by holding down the <Ctrl> key while clicking selections on the scrolling list of users.

End

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