- Create a New Case
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Case Creation (Create a Managing Client, Client and Case) 3 min
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Modifying or Deleting a Managing Client, Client or a Case 1 min
- Users
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Overview of Users 1 min
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Creating a New User 2 min
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Modifying or Deleting Users 1 min
- Groups
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Overview of Groups 1 min
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Creating New Groups 3 min
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Modifying or Deleting a Group 2 min
- Permissions & Security Templates
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Permissions - Overview of Permissions 1 min
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Security Templates Overview 1 min
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Creating New Security Templates 1 min
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Modifying or Deleting a Security Template 1 min
- OPEN DISCOVERY: Case Management Assessment
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Case Creation Assessment 1 min
OPEN DISCOVERY: Getting Started with Case Creation
OPEN DISCOVERY: Getting Started - Case Creation, Users, Groups, and Security Templates
What you will learn:
- Create a Managing Client, a Client and a Case
- The System Manager
- Create Users
- Modify & Delete Users
- Create Groups
- Modify & Delete Groups
- Permissions
- Create Security Templates
- Modify & Delete Security Templates
- Create Users
***PLEASE NOTE:*** Self-guided courses will expire 60 days after registration.