UNISON CaseWeb

Canned responses can be found in the relevant folder for the procedure in question

    eg: Folder 'Register of Interest'   for canned responses on this topic.

- if sending from Outlook rather than via FreshDesk, copy and paste email and as a note on ticket, or forward email to caseweb@unison.co.uk with subject title of [#ticketnumber]

Branches requesting case form password but live on CaseWeb

The online case form records the same information that you would capture if adding a new case directly on CaseWeb. In addition to this, once completed the online case form would be sent directly to Region for processing rather than the branch, as it's meant for branches not currently live on CaseWeb. 

In the first instance, as (branch name) is live on CaseWeb, we would recommend capturing the information directly on to the system. 

Thanks,

case form password

Hello ,

The password for the online case form is C45Ematter!

We've been asked to remind branches that this password should not be given to the member. The online case form will need to be completed by a branch activist in discussion with the member. 

Thanks,

Queries on CaseWeb

The online case form records the same information that you would capture if adding a new case directly on CaseWeb. In addition to this, once completed the online case form would be sent directly to Region for processing rather than the branch, as it's meant for branches not currently live on CaseWeb.  

In the first instance, as (Branch Name) is live on CaseWeb, we would recommend capturing the information directly on to the system. 

Case form log on-members

Hello ,

We are unable to provide passwords to members, also you should not be completing the case form. The case form will need to be completed by a branch activist in discussion with yourself. 

Please reach out to your branch if you have further questions.

Thanks,

Branch training session email

We hold Branch New Starter training sessions on the first Tuesday, second Thursday and Third Tuesday of every month from 2-3:30pm. Our next available sessions would be in (month).

If you would like reps to attend a session, please forward the following information. 

Name/email/Branch Role 

Membership number 

Confirm ERA Accredited - within the last 5 years/ on membership record

Confirm GDPR completed – within the last 12 months 

You can access GDPR via https://e-learning.unison.org.uk/  (direct course link: https://e-learning.unison.org.uk/course/view.php?id=42) 

All branch users should have Employment Rights Accreditation (ERA) status. This needs to be shown on UNISON’s membership system in order for access to CaseWeb to be granted. Branch employed staff do not need ERA status as they are under contract regarding their role. Please note that Branch employed staff will need to have a contact record created by their Regions membership department, in order to give access to CaseWeb. Branch staff who are not on an employment contract will need to be signed up to a confidentiality agreement, in order for any access to CaseWeb to be given. 

PLEASE NOTE IF TRAINED USERS CARRY OUT CASCADE TRAINING TO OTHER BRANCH PERSONNEL, THE BRANCH SECRETARY MUST ADVISE US OF THE SAME INFORMATION WHICH IS REQUIRED ABOVE. BRANCH SECRETARIES MUST ALSO ADVISE US WHEN USERS NEED TO BE REMOVED. 

Branch Refresher training 

Hello ,

We hold Branch Refresher training sessions on the last Tuesday of every month from 2-3:30pm. Our next available session would be (insert date here)

If you would like to attend, please forward your name/email, then I will send you a training invite.

Thanks,

Regional training session email

We hold Regional training sessions on the first Thursday of every month from 2-3:30pm. Our next available session would be xxxx. 

If you would like to attend, please forward your username, then I will send you a training invite.

Thanks,

Training session reminder email   (Attach documents CaseWeb-system/CaseWeb -navigating/About CaseWeb/How to access CaseWeb and 2FA)

Hello

This is a reminder that you are scheduled to attend the CaseWeb Branch training session taking place next week on Thursday (or Tuesday) date (2-3:30pm).

If you are no longer able to attend the above training session please could you let us know as soon as possible, so that we may offer this space to someone else.

If you would like to attend and haven’t yet accepted the calendar invite, please could do so at your earliest convenience. Having an up-to-date attendee list will also help prevent any unnecessary delays in arranging your access once the training has been completed.

Please also find attached essential documentation on the CaseWeb system and associated processes.

Please could you read and familiarise yourself with these before attending your CaseWeb training session. Any questions/concerns can be brought up during your CaseWeb training session.

Any users that have not completed their GDPR training will also need to complete this by going to https://e-learning.unison.org.uk/ (direct link : https://e-learning.unison.org.uk/course/view.php?id=42 ). A guide to assist with this has also been attached.

With kind regards

 Branch Log on Email (Attach documents Branch user Guides/both and 2FA)

Hello

Following confirmation that you have completed CaseWeb training, I have marked you as trained on the system. 

Please can you try the following to access the system:

*We recommend  logging on CaseWeb within 48 hours to confirm you’re able to access the system, notify the CaseWeb Team if you have any access issues.

Go to https://live.caseweb.co.uk and click on Login With MyUNISON. If you have not registered with MyUNISON, you will need to do this first.

You then simply log in as you normally would. This will re-direct you back to the Caseweb site, where it will ask you to enter a one-time passcode. This passcode will be sent to you via email, to the email address used for your MyUNISON registration. A guide on how to change future passcode notifications from email to text message, if preferred, has been attached.

You will also need to have completed your GDPR training if you have not already done so. You can access this via https://e-learning.unison.org.uk/  (direct course link: https://e-learning.unison.org.uk/course/view.php?id=42)

A branch user guide has been attached to this email and covers everything mentioned in the training session. This can also be found in the ‘Document Library’ on CaseWeb.

In addition to this, the training site can be accessed via: https://training.caseweb.co.uk/manual-login

The log in for this would be:

Username: executive1, executive2 or executive3 (Branch Secretary Level)

Username: caseadmin1, caseadmin2 or caseadmin3 (Branch level)

Username: caseworker1, caseworker2 or caseworker3 (Accredited Steward Level)

Password: Caseweb2020

Please refer to the appendix at the end of the user guide for information to use when creating cases on the training site only

If you have any problems, please email any queries to caseweb@unison.co.uk

Thanks,

Regional CaseWeb log on  (Attach documents Branch user Guides/both)

Hello ,

Further to confirmation from Coordinators Name that you have undertaken CaseWeb training, I have marked you as trained on the system.

To access Caseweb:

Select the link

https://live.caseweb.co.uk/login

Select  ‘login with my unison’

in the membership field enter: UNISON\xxxxx (your Username)

Use your normal password

(Don’t use your membership number!)

This will then take you back to the Caseweb site.

 *Please log on CaseWeb within 48 hours to confirm access and notify the CaseWeb Team if you have any access issues.

In addition to this, the training site can be accessed via: https://training.caseweb.co.uk/manual-login

The log in for this would be:

Username: executive1, executive2 or executive3 (Branch Secretary Level)

Password: Caseweb2020

Please refer to the appendix at the end of the user guide for information to use when creating cases on the training site only

If you do not see the auto e-mail icon in Outlook ribbon then please contact the service desk who will investigate.

Once it is installed then you can login and commence using the new feature. A training guide is available on the help and support section of CaseWeb which we strongly recommend you view before attempting to use this application. See the below screenshot for its location:

Please note you can still continue to assign e-mails the normal way by sending the e-mail to the branch and reference the case reference in the subject line, but as many pilot users have stated this new method is much easier to use .

If you have any problems, please email any queries to caseweb@unison.co.uk

Thanks,