Saving Work

In Casebook, information is saved using the save button on the bottom of a page. 

You may see save or add buttons in the middle of a page. You can click these to save information, but it is not necessary as the save button at the bottom of the page will save all newly added and recently edited information. To help you quickly see unsaved information on a page, Casebook uses a 'dirty save state'.

Dirty Save State

There is a 'dirty save state' that appears when you are entering or editing information in Casebook. Once information is added or edited, the box containing the information will turn blue/gray. This change will alert and remind you about edits that have been made to a page but not saved. This feature is present on all pages in Casebook.

The dirty state will happen for:

• • Text fields

  • Date and Time fields

  • Present/Regarding selections (when creating a contact)

  • Dropdown menus

  • Radio buttons

  • Check boxes

Bottom of the Page Save Button

Information is saved on every page in Casebook using the save button on the bottom of the page. This button will save all information entered into:

• • Text fields

  • Dropdown menus

  • Radio buttons

  • Check boxes

  • Inline forms -- regardless of whether add/save middle button is clicked after information is entered into the form.

"Save and" Buttons

Some other areas in Casebook, like SDMs and Court Hearings, have other save buttons. These buttons allow you to save and take an action. There are 4 other save buttons that you might see in Casebook:

• • Save & Go Back: will save the current page and take the worker to the previous page

  • Save & Close: will save the current page and take the worker to the overview page on the related unit of work

  • Save & Proceed: will save the current page and take the worker to the next page

  • Save & View: will save the current page and take the worker to a summary page that displays all of the content entered into the SDM

These "save and" buttons can be grouped in the following ways

OR