FAQ's/General CaseWeb Queries

Branch codes for national sections
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
CaseWeb Costing & Training Information Branch & Regional
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
Uploading Documents / Zips to CaseWeb
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 / Closing the Case
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 Unemployed Members to Region & PSU
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 Queries/Solutions
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 from CaseWeb
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
Dragging & Dropping Emails into CaseWeb
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
Members with Multiple Jobs Queries
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
Referring Cases to Region - Branch Instruction
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