Case Manager Release Brief - March 2025

Drop down visibility

Where to Access:

• Under Cases List
  1. All filters include the new functionality
• Case record enhanced dropdowns:
  1. Add Contacts, existing contact
  2. Awarding Body
  3. Complainant listing
  4. Add Complainant
  5. Activity Listing
  6. Compliance Officer Name
  7. Milestone Names
  8. Penalty Type
  9. Assessment and Penalty type
  10. Penalty type

What you will encounter:

• Search for what you are looking for by typing the name in full or partially.
• Change the number of selections to view at one time 10, 25, and 100.
• Search page by page.

Configurable Project field enhancement:

We are introducing a new feature that allows case investigators/compliance officers to efficiently manage project information within the application based on the selected case type. This enhancement includes a configurable account settings page where laws can be associated with the LCPtracker Pro Projects association. To start the Moderator of the account will need to adjust the laws set up page if the account uses the LCPtracker Pro project synchronization. If your account does not use this function this function will not be available to you and can continue to use the Project Name (other) field as usual.

Where to access:

• Accessible only by the account Moderator:
  1. Account Setting: Go to the gear shift icon at top right of application.
  2. Law and Law groups tile: Section handles all the law, and law group configurations
     • Select any law you want your account to associate with the LCPtracker Pro project synchronization. Meaning, when a user selects a Law on the Case Record, they expect the LCPtracker Pro projects to be available to select from (as an association) when the law is identified.
     • Select the Edit button
     • Edit Law prompt: Check the box that states, “Check this box if you want to link this law to your LCPtracker Projects.”
     • Click Save.
     • Edit all other laws one by one as needed.

What you will encounter:

• Automatic Population of a project sync from LCPtracker Pro:
  1. For Laws associated with the sync process, the Project field will automatically populate with projects retrieved from LCPtracker via the daily synchronization.
  2. These projects will be selectable from a Drop-down list.
  3. All Laws without the check box will be identified as a law that does not require the association of an LCPtracker project. Thereby, only showing the defaulted field, “Project (other).”