11.0 Features - Changing your case views

Modified on Wed, May 21 at 7:18 PM

12 STEPS

1. Starting in your ReadySet Dashboard, click Cases

Step 1 image

2. Select a Schedule feed from the dropdown

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3. Click the Calendar button in the upper right of your dashboard

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4. The first selection will display cases in the selected week in a vertical table.

Step 4 image

5. Selection two will display a single day's cases, horizontally by start time

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6. You can use the Today button to return to the current day at any point

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7. The third option combines the weekly case list with the horizontal start time format

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8. The final view will provide a classic monthly planner view with cases stacked under each day.

Step 8 image

9. Regardless of the view your in, Click the case header

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10. to see the case overview and interact with the case.

Step 10 image

11. You can return to the list view at anytime, by Clicking the List button in the upper right of the dashboard

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12.

Step 12 image

Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2545816/11-0-Features---Changing-your-case-views?iframeHash=trysteps-1

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