|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|