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Case Management User Preferences

In this article, we will explain how to set your default Family Centre and how to change the default desktop.

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Written by David Bayley-Hamilton
Updated over 5 months ago

User Preferences enable you to set your default Family Centre and default Desktop, specify the number of pages that appear when viewing your recent history and set the default search tab when searching for records.

  1. On the navigation bar, click the three-dot overflow menu.​

  2. Click User Preferences.


Family Centre panel

The Family Centre options will only be visible if you belong to at least one Family Centre.

  1. Click Edit.

  2. If you are assigned to more than one family centre, set your Primary Family Centre by clicking the required item in the drop-down list.​

  3. Select the Filters appear on Running Record check box to display the Family Centre filter options in the Running Record.​

  4. Select the Enable Family Centre Events check box to enable the viewing of Family Centre Events.​

  5. Click Save.


User Settings panel

  1. Click Edit.

  2. Click the required Default Desktop in the drop-down list. Only the desktops to which you have access will be displayed.​

  3. In the Default Search Tab for Party Selection drop-down list, click People or Cases to default the search to the option selected.​

  4. Enter the number of Maximum records to add to Recent History that should be displayed.

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