Page Orientation

This screen shot will identify and explain common features found on pages in the application.

• 1. Quick Navigation Menu: This menu is comprised of a link to the dashboard and two dropdowns that list the work assigned to the worker and notifications for the worker. 

  2. Setting/Sign out/Help links: This is where workers will go to update information about themselves as well as sign out of the application. The help link will give workers two options: first to send feedback/bugs to the help desk and second, to a help resources site.

  3. Global Search Box: Workers can search for any unit of work, person, resource, or eligibility file in Casebook from this search box. The only thing that will not will not return in the search results is restricted assessments.

  4. All Types: This button allows workers to quickly filter their search to access all people, assessments, cases, or resources.

  5. New Note: This button allows workers to add a note or contact. This button follows users up and down the page.

  6. Page Title

  7. Page Navigation Menu: This menu allows workers to quickly navigate up and down the page. Each link in the menu will take the worker to the related card. This menu also follows users up and down the page

  8. Action and Forms:  The "Action" button allows the worker to take actions that are part of the work flow for the work displayed. The "Forms" button gives the worker access to various forms that are attached to the work flow.

  9. Quick Information Menu: this menu displays relevant information about the piece of work as well as who is assigned to the piece of work and associated assessment, cases, and eligibility files.

  10. Card: a card is one section of information on page (e.g., Identity and Contact). Each card has its own title and edit link.