How to use the guide

This is a step-by-step information on utilising Foundations Case Manager modules and related features.

The guide starts with an interactive contents page which allows you to quickly navigate to your desired place within the document.

By holding ‘Ctrl’ on your keyboard and clicking one of the headings it will take you straight to that page.

You can also use the search function and look up key words, such as ‘tabular report’ or ‘case details’. The search function can be accessed by pressing ‘Ctrl’ and then ‘F’.

The FCM User Guide contains detailed information on the most basic features through to the more complex processes. Some of these include an overview of the dashboards, information on the Work tasks e.g. Awarding Contractors, how to create Tabular reports yourself and a whole host of other topics.

If you require any help whilst looking through the document, or you just have a general question, please don’t hesitate to contact us by sending an email to [email protected] or calling 0300 124 0315.