To effectively manage Question Phrasing within the Case Management application, Network Administrators can create customized instructions or scripts for various fields. Ensure you're logged in at the network level to access these settings.
Accessing Network Settings
Once logged in, you can reach the network settings in two ways:
-
Via Administration Panel:
- Click on Administration in the left navigation pane.
- Select Organizations. This will direct you to the Organizations and Programs table.
- Click on the C MGMT Questions tab to access the settings for modifications.
-
Through the Case Management Application:
- Open the Case Management application.
- Click on Administration in the left navigation pane.
- Select Settings, then click on the C MGMT Questions tab to edit your question phrasing.
Important Notes
- If a field is Locked at the Regional Level, it cannot be altered at the Network Level.
- Modifications made at the Network Level cannot be disabled by individual agencies.
- Each field can accommodate up to 1,500 characters for customized question phrasing.
Saving Your Changes
Don’t forget to save your updates! Scroll to the bottom of the page and choose one of the following options:
- Save & Previous
- Save Changes
- Save & Next
Viewing Changes in Client Profiles
In client profiles, question mark icons will appear next to relevant fields. Once you add verbiage in the Question Phrasing settings, this information will display when users click the question mark beside the specific field.
Visibility of Fields
Keep in mind that only fields designated as turned on or optional for the Network will be visible in the case management question phrasing.
Make sure to regularly save your changes as you work to ensure all updates are applied successfully!
Additional resources
Network & Agency management : Settings, Fields and Lists