FAQ's/General CaseWeb Queries
In Freshesk records we use the branch number in the branch code field. Regions are coded according to the region number. National Sections can now be ...
Thu, 1 Aug, 2024 at 2:08 PM
Link to the Sharepoint Document should be used for up to date information - click on the link and use first icon on the left to open the link - CaseWe...
Thu, 30 Jan, 2025 at 9:14 AM
Link to the Sharepoint Document should be used for up to date information - click on the link and use first icon on the left to open the link - Uplo...
Fri, 7 Feb, 2025 at 9:03 AM
Awaiting Members Agreement If a branch case has the above status but then the case needs to be closed, CaseWorker and Case Admin level users c...
Tue, 25 Feb, 2025 at 2:59 PM
Referring of Unemployed Members to Region If you have an unemployed member and the case needs to be referred to Region, ensure you complete th...
Fri, 7 Feb, 2025 at 2:43 PM
Collective Cases You can’t change an individual case to a collective, a new collective case must be created and any individual cases created prio...
Fri, 7 Feb, 2025 at 2:50 PM
Removing Users If asked to remove users from the system ask or check that the user has no cases assigned to them and if so can the cases be reass...
Fri, 7 Feb, 2025 at 2:53 PM
If a user prefers to drag and drop emails into CaseWeb instead of emailing them in, they must use the App version of Outlook. Using the web version w...
Mon, 10 Mar, 2025 at 8:39 AM
Link to the Sharepoint Document should be used for up to date information - click on the link and use first icon on the left to open the link - MEMBERS W...
Tue, 25 Mar, 2025 at 12:06 PM
Link to the Sharepoint Document should be used for up to date information - click on the link and use first icon on the left to open the link - Referring...
Fri, 4 Apr, 2025 at 9:04 AM