eCase Help :: eCase Menu bar

eCase Menu bar

The menu bar will appear at the top of the screen throughout eCase.

eCase menu toolbar

Field

Description

Workbasket

Default home page where all of the cases assigned to you can be viewed.

Case Search

Detailed search area where you can search and view any case held in the system.

User privilege = Search for cases

Help

Online help menu for eCase.

Click on the drop down arrow to see more eCase functions. These will vary depending on the privileges and roles assigned to your user account.

Field	Description
Audit Log Search	Search for specific historical actions across multiple cases. User privilege = Search the Audit Log
Batch Responses	Batch Responses allows you to respond to a set of related Correspondence cases with a standard response that can be mail merged per case. User privilege = Manage Batch Responses
Bulk Reports	Create bespoke reports using case data from eCase. User privilege = Run Bulk Reports
Calendar Events	View the bank holiday dates that are set in eCase to calculate the Case Target dates.
Case Anonymisation	Add, modify or delete schedule for automatically anonymising case details for relevant case types. User privilege = Manage Case Anonymisation
Case Reassign	Ability to reassign multiple cases in one go. User privilege = Bulk reassign cases
Case Retention	Add, modify or delete schedules for automating the deletion of case types from eCase. Manually delete cases or retain multiple cases. User privilege = Manage Case Retention
Dashboard	View the dashboard showing all open cases, the top 10 most commonly used Key Terms and a graph showing the number or received cases verses responded cases. User privilege = View the Dashboard
Digest Emails	Create and schedule public or private tailored digest emails – summary of cases or statistics. User privilege = For public digest emails, you will need the Maintain Public Digest Emails privilege on your user account.
Document Templates	Add, edit and delete standard document templates that are used across eCase for assistance in responding to a case. User privilege = Maintain Document Templates
Email Templates	Add, edit and delete standard email templates that are used across eCase to send internal and external emails. User privilege = Maintain Email Templates
Fast Track Cases	Fast Track allows you to log a case in eCase for audit and statistics without needing to create a full case in order to send a response. User privilege = Close Fast Track cases
HoP Queue	View recent PQ transactions from the Houses of Parliament feed. User privilege = Manage the HoP queue
Key Terms	Add, edit and delete key terms which can be attached to a case. Key terms will provide similar cases to link to and relevant standard lines to assist in writing the response to the case. User privilege = Maintain Key Terms
Ministers	Add, modify and delete Ministerial Roles and Minister details that can be used for PQ and correspondent case types. User privilege = Maintaint Ministers
MPs & Peers	View, add, modify and delete MPs and Peer details that come through the automated Houses of Parliament feed on a daily basis. User privilege = Maintain MPs & Peers
Names Rules	Create a new system wide Named Rule, modify Named Rules and delete them. User privilege = Maintain Access Rules
Organogram	View the Organogram link and see the Organisation structure link. User privilege = View the Organisation Structure NOTE: To edit the user's in the Organogram, you will need the View the Organisation Structure privilege as well as the Edit any person's roles privilege. To edit the organisation structure, you will need the View the Organisation Structure privilege as well as the Maintain Organisation Structure privilege.
People	Add, modify and delete registered eCase users onto the Organogram into their relevant team and assign them roles and privileges. NOTE: to access the Organogram in order to edit a person's roles, the user must also have the View the Organisation Structure privilege on their user account. If a user would like to add a non-registered user onto the Organogram, they will need the View the Organisation Structure privilege, the Edit any person's roles privilege and the Create people privilege. User privilege = Edit any person's roles
Reports	Access to management reports. User privilege = Run Reports
Roles	Add, modify and delete roles, along with adding and removing privileges to a role. User privilege = Edit Roles
Standard Lines	View prepared text that can be used as part of a response to a case. User privilege = Maintain Standard Lines
Statistics	Provides an overview of statistics for the team. For example, how many cases are open/overdue etc.
User Maintenance	View and maintain user accounts. Unblock users, re-send the account activation link for new users, cancel users accounts and reinstate user accounts. User privilege = Maintain User Accounts

New Case

Use to create a new case on eCase.

User privilege = Create cases

A search area where you can type in part of the Case Reference Number, Parliament UIN correspondence reference, correspondent name or correspondent postcode to find a case. You also have the ability to enter text into the Search field to find relevant cases.

User privilege = Search for cases

My Details

Click on the drop down arrow to see more of your account details.

Field	Description
My Details	Change your account details, for example your name or password.
Log out	Link to Log out of eCase.

Workbasket Overview

Workbasket screen