Centology Case Hub Overview
The Case Hub is the Centology Portal's project management and compliance tool. This enhancement pulls data, entities, and elements from the Centology system into one area with limited need for data entry allows for simple, effective and holistic compliant case management.
Creating a Case:
Step 1:
Click on 'Case Hub', then from the dropdown menu, select 'Cases':
Step 2:
Once you have accessed the Cases page, click on the option to 'Add New':
Step 3:
Next, fill out the details of the Case:
- The 'Configuration Name' field is used to identify the type of Case. The 'Configuration Name' also determines which Tasks, Compliance Pages and Checking Stages apply to the Case:For more information about the 'Configuration Name' field, please see the below 'Case Configurations' section.
- The 'Stage' field is used to identify which stage a Case has reached. Once a 'Stage' has been selected, it will produce a 'Stage Due Date' field. These 'Stage Due Date' are configurable. For more information about the 'Stage Due Date' field, please see the below 'Case Configurations' section:
- The 'Priority' field is used to set and determine the importance of a Case. (Image below).
- The 'Status' field is used to set and determine the status of a Case and whether it has been completed. (Image below).
- Use the 'Adviser' and 'Case Manager' fields to set the Adviser and Case Manager for the Case. The 'Assigned To' field determines (Image below).
- Once the Adviser has been selected, you will be able to link the client(s) to the Case. (Image below).
- The 'Current Position Note' field is used to add a note to provide an update on the last action taken on a Case. (Image below).
- The 'Required By' field is used to set the date that the Case is due on. (Image below).
Tasks:
Tasks are used to manage specific parts of a Case. Depending on the 'Configuration Name' selected for the Case, different Tasks will be produced.
Creating a Task:
Step 1:
To create a Task in Case Hub, first navigate to the Tasks area, and click on the option to 'Add New'. (Image below).
Step 2:
Next, fill out the details of the Task:
Editing a Task:
Step 1:
To edit a Task in Case Hub, first navigate to the Tasks area, and click on the option to 'Edit Task'. (Image below).
Step 2:
To edit a Task in Case Hub, first navigate to the Tasks area, and click on the option to 'Edit Task'. (Image below).
Step 3:
Once you have finished your amendments, click 'Save'. (Image below).
Goals:
Requirements:
Recommendations:
Connections:
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