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Cases

Case sessions can record all of your office's cases in a central database. Each case record can be linked to names and other cases and hold all the information about the case that your office tracks.

Case sessions have different views, which spotlight different tasks by including different groupings of snap-ins for your convenience. Each view is specialized to your office workflow.

Searching for a Case Record

Search for a case record using one of the following two methods:

  • Set the search box at the top right of the JustWare window to Cases, enter your search criteria, and press Enter or click the search button.
  • In the Search tab, click Cases, enter your search criteria, and press Enter or click the search button.

Case records matching your search criteria are displayed in a search session.

Left-clicking on a case title will open the case with the default view. Right-click on a case title to see available case record views appear in a context menu. Click a view name to open the case record in that view.

In the case session, verify that the case record is the one you searched for.

Looking Up a Case Record Using a Barcode Scanner

JustWare's barcoding system is useful for looking up names and cases. When each name/case summary report is generated in JustWare, a unique barcode is assigned to the report. This barcode appears in the top right corner of the report. If a barcode does not appear at the top of your reports, contact your JustWare Administrator to change this setting in the Application Parameters session.

This barcode can be used to automatically pull up the associated name/case session in JustWare. For example, if you were holding a printed case report and wanted to view it in JustWare, you could scan the case's barcode, and the corresponding case session would open in JustWare.

When a barcode is scanned and a name/case session is pulled up, the session will appear in the default view you have set for that particular case/name session. For example, if your default view is set to Notes, the case/name will open in Notes view. If you scan a barcode while a required field is selected, nothing will happen until you enter the required information or cancel the edit. (Required fields are indicated by an asterisk.)

Note: The name/case session will not automatically appear if you are in the Location Assignment session. If you scan the barcode while in the Location Assignment session, the information will populate the fields in the snap-ins rather than bringing up the name/case session. See Location Assignment for more information about the Location Assignment feature.

Changes you make to a session may be saved using a barcode scanner. Barcodes for saving the current session are available on the Barcode Masterlist Case and Exhibit Owners System Report. See System Reports for more information about this report.