Update 7 pages

communication-and-documentation/sending-and-saving-correspondence/make-a-call-note.md

@@ -7,3 +7,21 @@ nav_order: 3
 # Make a call note
 
 ---
+
+<!-- prettier-ignore -->
+[![Menu](/assets/images/menu-4-call.png)](/assets/images/menu-4-call.png){:target="_blank"}
+
+To make a call file note, or a file note when you receive a call, with the case open.
+
+1. From the top menu bar, click the call button to open the make call note screen.
+
+   <!-- prettier-ignore -->
+   [![Make a call note](/assets/images/make-call-note.png)](/assets/images/make-call-note.png){:target="_blank"}
+
+2. From the contact drop list, select the contact who you are calling or have received a call from, and for who you want to make a note of the conversation.
+3. In the description field, give a brief description of the call file note, which will be shown in the history listing.
+4. The drop list labelled mobile, will display all the available numbers entered into the selected contacts record. Select the number you are calling or receiving the call from.
+5. From the call in/out drop list, select the in for call in, out for a call out or in/out if you are receiving a call and making a call out or alternatively, select out/in if you are making a call out and also received a call in and want to record a record of the conversations.
+6. In the detail text box, you can type details of the conversations you had.
+7. All other details will be populated automatically for your user and the retainer charge or fee structure.
+8. Click the save button to save the file note to the history of the case or click cancel to discard the file note.

communication-and-documentation/sending-and-saving-correspondence/make-a-memo.md

@@ -7,3 +7,18 @@ nav_order: 2
 # Make a memo
 
 ---
+
+<!-- prettier-ignore -->
+[![Menu](/assets/images/menu-4-memo.png)](/assets/images/menu-4-memo.png){:target="_blank"}
+
+1. To make a memo on the case, with the case open click the memo icon on the top menu to open the write memo screen.
+2. Frome the contact drop list, select the contact the memo relates to.
+3. In the description field, input a brief description for the memo which you want to have appear in the history list of the case.
+4. In the details text box, you can type the memo text in full. These memo notes will be saved for this memo.
+5. The other fields in the screen will be automatically populated, but can be modified if you require.
+6. Clicking the save button will save the memo to the history of the case for today's date.
+
+   <!-- prettier-ignore -->
+   [![Write Memo](/assets/images/write-memo.png)](/assets/images/write-memo.png){:target="_blank"}
+
+7. Clicking the cancel button will discard the memo and it will not be saved.

communication-and-documentation/sending-and-saving-correspondence/send-an-email.md

@@ -7,3 +7,37 @@ nav_order: 5
 # Send an email
 
 ---
+
+<!-- prettier-ignore -->
+[![Menu](/assets/images/menu-4-email.png)](/assets/images/menu-4-email.png){:target="_blank"}
+
+To send an email to a case contact, with a case open, from the top menu bar;
+
+1. Click the email button icon button to open the email screen.
+
+   <!-- prettier-ignore -->
+   [![Send Email 1](/assets/images/send-email-1.png)](/assets/images/send-email-1.png){:target="_blank"}
+
+2. From the contact drop list select the case contact you want to send an email to.
+3. From the template drop list, select the email template from the list of available templates, to be used for the email.
+4. The contact reference, detail, to, cc and bcc fields will be automatically populated and can be changed if required.
+5. The subject field is populated with case reference number, which is set to consist of the initials of the case manager, case number and case name.
+6. The template body of the email will appear in the content box. The email body can be further modified and formatted with the formatting tools available.
+
+   <!-- prettier-ignore -->
+   [![Send Email 2](/assets/images/send-email-2.png)](/assets/images/send-email-2.png){:target="_blank"}
+
+7. The details in the typist, manager, rate, record for user, units, action type and value will be automatically populated for the user sending the email and according to the retainer details setup for the case.
+8. An attachment can be added to the email by clicking the attachments button. This will open the attachments screen.
+
+   <!-- prettier-ignore -->
+   [![Attachments](/assets/images/attachments-4-email.png)](/assets/images/attachments-4-email.png){:target="_blank"}
+
+9. Please also refer to attaching documents in the send letter section. The top part of the attachments screen shows the history of the case and all the items and documents in the history.
+10. The document or item to be attached to the email can be searched in the history by using the search inputs.
+    - A search word can be entered in the detail field and clicking the search icon will display the documents whose details contain the search word.
+    - Alternatively, other search criteria can be entered and selected and clicking the search icon will display the documents matching the search criteria.
+11. To attach the document or more than one document, check the box next to the documents required to be attached.
+12. Clicking on the down arrow places the checked documents to be moved to the the bottom part of the attachments screen, and these documents will be attached to the email.
+13. Click save to save the attachments to the email and the attachments screen can now be closed to go back to the send email screen.
+14. Clicking the send button at the bottom of the send email screen will send the email and attachments to the email, cc email or bcc email as the case may be, and the history will be populated with a copy of the email sent along with the attachments.

communication-and-documentation/sending-and-saving-correspondence/send-an-sms.md

@@ -7,3 +7,22 @@ nav_order: 6
 # Send an SMS
 
 ---
+
+<!-- prettier-ignore -->
+[![Menu](/assets/images/menu-4-sms.png)](/assets/images/menu-4-sms.png){:target="_blank"}
+
+To send an SMS text message, with a case open, click the SMS icon on the top menu bar and the send SMS screen for the case will be opened.
+
+<!-- prettier-ignore -->
+[![Send an SMS](/assets/images/send-sms.png)](/assets/images/send-sms.png){:target="_blank"}
+
+1. From contact drop list, select the contact for the SMS to be sent to. Please note the contact must have a valid mobile number entered in the mobile field for the SMS to be sent in format: 4407123456789.
+
+   {: .highlight }
+
+   > See also setting up a SMS module to the local server or setting up a third party SMS provider.
+
+2. Enter a mobile number in the contact record if there is no mobile number and click the SMS icon in the menu again.
+3. When the contact is selected the mobile number will be automatically populated.
+4. Select the template from the list of SMS templates setup and the detail field will be automatically populated with the name of the template and the content will be automatically populated with the body of the SMS template.
+5. Click send and the SMS will be sent and a copy will be saved to the history of the case.

task-and-workflow/task-actions/calendar-view-of-tasks.md

@@ -7,3 +7,10 @@ nav_order: 2
 # Calendar view of tasks
 
 ---
+
+<!-- prettier-ignore -->
+[![Calendar view of tasks](/assets/images/calender-view.png)](/assets/images/calender-view.png){:target="_blank"}
+
+The calender view can be toggled for month, week or day or a list and the controls on the tope left allow moving through the calender.
+
+Clicking on any diaries action will open the diary entry to be edited.

task-and-workflow/task-actions/set-an-action-task.md

@@ -7,3 +7,26 @@ nav_order: 1
 # Set an action task
 
 ---
+
+An action task is a combination of a task and an action. Actions in case management are activities such as send a letter, send SMS, make a call, make a file note, write a memo, incomming email, incomming mail, or post an accounts slip. A task for a defined date can be set to carry out an action.
+
+<!-- prettier-ignore -->
+[![Menu](/assets/images/menu-4-task.png)](/assets/images/menu-4-task.png){:target="_blank"}
+
+1. Click the task icon on the top menu bar to open the new diary screen.
+
+   <!-- prettier-ignore -->
+   [![New Diary](/assets/images/new-diary.png)](/assets/images/new-diary.png){:target="_blank"}
+
+2. From the action drop list select the action type to be diarised.
+3. From the diary for drop list select the user for whome the task is to be set and will appear in their task list. Alternatively you can select your own user for the task to be set for your own task list.
+4. If send letter, email or SMS are selected, these actions are based on templates and therefore the templates drop list will appear when these actions are selected.
+5. Select the contact for the action and if as mentioned in no 4, a send letter, email or SMS is selected the templates drop list will have appeared.
+6. From the templates drop list select the corresponding template letter, email or SMS based on the contact selected.
+7. If a template is selected, the description field will automatically be populated based on the name of the template and the contact selected. For other actions which do not have a template a description will need to be manually added.
+8. The date/ time field will be populated with todays date and the current time, but for actions to be diarised for the future, clicking into this field will bring up a calender and a date and time can be selected.
+9. If the date is not known but it is known in how many days, hours or minutes the task is to be set in the future then entering numbers is the days/ hours and minutes will calculate and populate the date/ time field with the correct details.
+10. A diary category can be selected from the category drop list and if a category is not available, a category can be selected. If no category is required this field can be left empty.
+11. For all other actions such as note, call incomming mail, incomming email, slip post and memo actions, details can be entered into the enter text box to define the actions purpose or content.
+12. Clicking save will save the diary task in the task list and mark an entry into the users calender.
+13. A due task can be selected from the task list and right clicking will provide options to action the task, cancel the task or reschedule the task for another date and time.

time-and-activity-tracking/record-time.md

@@ -7,3 +7,15 @@ nav_order: 1
 # Record time
 
 ---
+
+<!-- prettier-ignore -->
+[![Menu](/assets/images/menu-4-rec.png)](/assets/images/menu-4-rec.png){:target="_blank"}
+
+Clicking the record icon on the menu bar will open the time entry screen. Presenting a timer.
+
+<!-- prettier-ignore -->
+[![Time Entry](/assets/images/time-entry.png)](/assets/images/time-entry.png){:target="_blank"}
+
+1. To start the stop watch, click the start button and the timer will start. An hour is divided into 10 six minute units and therefore each single time unit is 6 minutes. The timer will calculate the number of units or a fraction of the unit when the timer is stopped.
+2. Click the stop button when the activity is completed and the units field will automatically be populated with the calculated units. This entry can be manually changed to a required number of units if an unusual fraction of a unit is calculated.
+3. In the detail field, some details of the time entry and the activity carried out can be given and this will be save into the history along with the number of units of time engaged.