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General

As an administrator, you can make the following settings in this area:

  • Show Activities

    Activate the display of the activity stream in the case form.

  • Dataset for partners

    If you activate the checkbox, the selection of partners is determined from a value set (statically or via hook function). To use partner management via the Partner tile of dbs | case manager, you must deactivate this checkbox.

  • Redirection to case dossier after creation After creating a new case, you are redirected to the case dossier. This means that the context menu for the dossier is immediately available.

  • Preassignment of the property Responsible for a contract or case with the creator When a contract is created, the current user is entered as the person responsible for the case or contract in the Responsible field. You also have the option of editing the persons or groups in the Responsible field before creating the contract or case.

  • Add the title of the case dossier to the subject of tasks and conversation messages

    For notifications for conversation messages and for escalation messages for tasks as well as for the task title in the task app (but not in the dbs | case manager), the title of the case dossier is placed in front of the subject.

  • Reminder service delay

    Set the time in milliseconds until the next reminder service run. Enter a number greater than or equal to 10,000.

  • d.3 repository

    Select the default repository.

  • Visibility and order of functional areas can be configured by the user Specify whether users can reconfigure the visibility and sequence of function areas on the case page. You can also specify an initial configuration. Further information can be found here.