Case Management
Everything you need for Case Management
By Katie and 1 other2 authors31 articles
- Case Management User PreferencesIn this article, we will explain how to set your default Family Centre and how to change the default desktop.
- Case Management Work Tray Contact RecordsIn this article, we will explain how you can find uncompleted Contact Records in Synergy Case Management.
- Case management Advanced Person SearchIn this article, we will explain how to access the advanced person search and how you can share or create dynamic and static lists.
- Case Management: Forms completion and authorisationIn this article, the information provided will assist you in completing or authorising a form.
- Create professional users on Case ManagementIn this article, we explain how you can create professional users on Case Management.
- Case Management: Add exception addressesIn this article we explain how to add an exception address.
- Case Management: Deactivate a duplicate personIn this article, we explain how to deactivate a person in Case Management if they are set up twice.
Administration
Permissions and controls
- Case Management: Running Record Category access permissionsIn this article, we will explain how to restrict team access to Running Record Categories.
- Case Management: Create and manage teamsIn this article, we will explain how to add a new team, team manager or team supervisor to Synergy Case Management.
- Case Management: Menu and Profile bar access permissionsIn this article, we will explain how to restrict access permissions to the items in the menu and profile bar.
- Case Management desktop controlsIn this article, we will explain the different desktop controls in Synergy Case Management.
- Case Management: Add and maintain security groupsIn this article, we will explain how to add Security Groups and how to add users to Security Groups.
- Case Management: Manage security group permissionsIn this article, we will explain how to grant read-only, delete, full access and read permissions.
- Case Management lookupsIn this article, we explain how you can locate the case status and court outcomes within the lookup editor.
- Turn on auditing for a panel in Synergy Case ManagementIn this article, we explain what to do when you have been asked to find who added an email address to a child's record on Case Management.
- Case Management Letter ManagerIn this article, we explain how to create letters in Case Management and how you can see new mail merge fields.
- Grant Permission to Use Duplicates ManagerIn this article, we will explain how to grant permissions to use the Duplicates Manager.
- Removing Duplicate Events in Case ManagementThis article shows the steps to remove duplicate events in Case Management.
- Case Management set up Professional Contributions for requesting adviceIn this article, we explain the steps required to configure templates and permissions so you can request professional advice.
Events
Manage your events
- Case Management: Add a new eventIn this article, we will explain how to add a new event to a running record and how to assign a family centre to an event.
- Case Management: Add a form to a running recordIn this article, we explain how to add a form to a running record and assign it to yourself or another caseworker.
- Case Management event letterIn this article, we will explain how to create a new letter.
Special Educational Needs (SEN)
Manage your SEN report
- Resolve SEN2 validation warningsIn this article, we explain the steps to identify and resolve validation warnings 99003 and 99004 in your SEN2 2026 return.
- Case Management SEN Desktop Census reportIn this article, we will explain how to run the SEN2 census report and how you can check for errors on the SEN2 report.
- Request Professional advice for an EHCP assessmentIn this article, we will explain the steps needed to add a Request Advice Form to a child's record and send advice requests to professionals.
Family Centres
Bookings for Family or Children's centres
Troubleshooting
Potential issues or errors you may come across
- Case Management error: 'This module has not been authorized'In this article, we explain what to do when you get an error when trying to access or log in to Case Management.
- Case Management: File Store Document Upload errorIn this article, we explain what to do when you get an error when uploading the document.
- Case Management error: 'Response Due cannot be entered for a cover letter type'In this article, we will explain what to do if you have received the above error within the Case Management client.