| Action | How/Where |
| If any one of FOI, DP/SAR, EIR, BAU or Complaints is not supported then archive the Case Type | Settings – Categories – Category = Case Type – Select the unwanted Case Type and tick archive flag. |
| Set the warning times on the codes which set the target times | Settings – Categories – Category = Status/stage – Status/stage codes – FOI Received (15), EIR Received(15), DP Received(30) . For complaints – Settings – Categories – Category = Deadline – Deadline codes 1.Urgent, 2.Medium, 3.Low – you may want to change all these target times. |
| Maintain Disclosure Log Classifications | Settings – Categories – Disclosure Log Class. Delete unwanted options and add new ones as appropriate for your body. |
| Maintain/check the lists of Requestors, | Settings – Extra Fields – amend the Selection list for field Call:Requestor |
| Review the Call forms to check that all required fields are available. Best carried out with HotH so this can be discussed and modified if need be. | Settings – Forms and Dashboards – Form Type = Call |
| Check mail templates for specific wording and any alterations that are needed. | Settings – E-mail setup |
| Check print templates for specific wording etc. | Settings – Forms and Dashboards – Components – components beginning with “Letter”. |
| Create Login Groups – i.e FOI Department | Settings – Logins – set the login as a group. |
| Create logins | Settings – Logins – create the logins and specify Group/Team membership. |
| Create new dashboards. | Specific dashboards can be built for users which have specific functionality. Settings – Forms & Dashboards – Form Type Dashboard |
Still haven’t found what you’re looking for? Contact documentation@houseonthehill.com
