Zebra Butterfly

CASE*track Training

Data Input

Duration: Half Day

Venue:  Various / In House

Suitable for caseworkers and administration staff who record work directly into CASE*track.  This course covers general data input; it does not cover reports and immigration specific issues.

We look in particular at:

  • Creating a New Client

  • Using the Case sheet

  • Recording Time / Activities

  • Dealing with Matters, e.g. creating, editing, deleting and closing

  • Disbursements

  • Recording and monitoring Key Dates

  • Shared Diary facility

  • Recording Client Statistics, Outcomes, Financial Gains, Debts and Contact Statistics

  • Setting up your computer

  • Generating the CMRF

Contact:  christine@zebracomputer.co.uk  or telephone: 03444 781818 Ext 3