Task buttons display throughout ECM and include the following:
· Save: records actions and navigates you to the appropriate page and displays the updated case information accordingly.
· Reset: displays on those actionable sections of the UI which display some pre-populated data. It discards the data entered by you and resets the contents to their original state.
· Cancel: displays on all the actionable sections of the UI and cancels the action you intend to take and closes the action window.
· Add: displays in the some Business tabs, Financials tab, and in the Evidence tab. It provides you with a window to add a new piece of information.
· Edit: displays in the some Business tabs, Financials, Narrative, and Evidence tabs. It provides you with a window to edit the existing piece of information you have chosen to edit.
· Remove: displays in the some Business tabs. It also displays in the Financials tab. It helps you delete information that you think is not relevant.
· History: displays in the Financials, Narrative, and Involved Party tabs. It provides you with a detailed account of previous activities on the selected record.
· Details button displays the complete details of the selected entity record in a window.
· Search button displays in all the Case Search bars Case List button displays in the Priority Case List on the landing page. It helps you navigate to the Search & List page.
· Designate as Involved Party button displays in some Business tabs. It allows to designate a business entity as involved party in a window.
· View Current Information button displays in some Business tabs. It allows to view the current information of the business entity in a separate window.
· Print: allows you to print the summary page that you are on.
· Export: displays in Case List and Case Summary pages. It enables you to export case details in Excel and CSV format.