LCP CaseView: Contact Section

To begin, make sure a case is open on your screen. Once the case is loaded, you’ll see a navigation bar appear at the top. Look for the third option in this menu—it’s labeled Contacts. Click it to open a detailed view showing all the people connected to the case. This section is your go-to for finding contact details quickly and confidently.

Employer Contact List

Once you're in the Contact section, you'll notice a sub-navigation bar that helps you switch between different types of contacts. By default, you're placed in the Employer Contacts view. This area displays a clean, organized table showing all relevant employer contact details for the case you're working on. Everything is laid out to help you find what you need quickly.

The paginated list of Employer Contact records associated with the case can be filtered by the following fields: 

• Contact Type
• Employer
• Contact Name
• Title
  

Each record in the list includes an Actions column, which provides the following options based on the user's permissions:

• View: Opens a read-only display of the selected record, allowing users to review detailed contact information without making changes. This functionality is exclusively available to users assigned the Viewer role.
• Edit: Opens the selected record for editing, allowing authorized users to modify the contact's information.
• Primary: Sets the selected record as the Primary Contact for the case. Only one contact can be marked as primary at a time.
• Remove: Deletes the selected Employer Contact record from the case. This option is available only to users with the appropriate permissions.
  

The record marked as Primary will display an identifying icon to the left of its row, allowing users to quickly recognize which Contact has been set as primary.

Contracting Authority List

To view contacts related to the Contracting Authority, use the sub-navigation bar within the Contact section and click on the Contracting Authority tab. This will open a list of all contact records associated with the contracting authority for the case. Just like the Employer Contacts view, this list is paginated—so if there are many records, you can easily move through them page by page. Depending on how your application is configured, you may also see filtering options and action buttons to help you find and manage contacts quickly and confidently.

The paginated list of Contracting Authority Contact records associated with the case can be filtered by the following fields: 

• Contact Type
• Contracting Authority Name
• Contact Name
• Title
  

Each record in the list includes an Actions column, which provides the following options:

• View: Opens a read-only view of the selected record, allowing the user to see detailed information about the contact. This functionality is exclusively available to users assigned the Viewer role.
• Edit: Opens the selected record for editing, allowing modifications to the contact's information.
• Remove: Removes the selected Employer Contact record from the case.

Add Contact

Users can select from multiple ways of adding or searching for a contact.  The form displayed will vary depending on the source selected, allowing the user to enter the appropriate information based on that source. To add a new Contact, click the button located in the top-right corner of the Contact section. This action will take the user to the corresponding form to add a New Contact record.  

Create New Employer

Users can choose the New Contact option to create custom contact if they are not listed. This will display a form where the contact details can be entered manually. This method is especially useful when starting a new case, as no contacts will appear on the list until they are added manually with custom information.

To successfully create a New Contact record, Contact Name and Email fields are required. Make sure these fields are completed before attempting to save the form.

It's important to note that the contact creation form varies depending on the selected Contact Type.

• When Employer is selected as the Contact Type, the form appears as follows:
  
  
• When Contracting Authority is selected as the Contact Type, the form appears as follows:
  

Make sure to select the appropriate contact type to ensure the correct fields are displayed for data entry.

Link Employer Contact

The Employer Contact form displays a list of available employers to import to the actual Case. Each Employer Contact in the list includes relevant information and an Add action, which allows the user to include that employer contact in the current addition process.

Next to this list, a sub-list shows the Employer Contacts that have already been selected. Users can select up to 35 Employer Contacts per addition process.

If needed, the Clear List button can be used to quickly remove all selected Employer Contacts from the sub-list.

Both the main list and the sub-list support search functionality to filter records, as well as pagination for easier navigation and management of large datasets.

Once the desired Employer Contacts have been selected, the user can click the Save button to add them to the case. If the user decides to cancel the operation instead, they can click the Cancel button to discard the selection and exit the process.

Link Contracting Authority Contact

To access the Contracting Authority Contacts, use the sub-navigation bar to open the list containing all records related to this section. The records are displayed in a list format showing the name of each Contracting Authority, its corresponding abbreviation, and an Add button. This button allows you to select the authority to be added to the case.

Next to this list, a sub-list shows the Contracting Authority Contacts that have already been selected. Users can select up to 35 records per addition process.

If needed, the Clear List button can be used to quickly remove all selected Contracting Authorities Contacts from the sub-list.

Both the main list and the sub-list support search functionality to filter records, as well as pagination for easier navigation and management of large datasets.

Once the desired Contracting Authority Contacts have been selected, the user can click the Save button to add them to the case. If the user decides to cancel the operation instead, they can click the Cancel button to discard the selection and exit the process.

Please note that a single Contracting Authority may have multiple related contacts. Therefore, when adding a record, the list may display several contact entries associated with the same authority.

Edit a Contact

To edit a Contact record, click the Edit button located on the specific record you want to modify. A form will then appear displaying all the editable fields, excepting the Contact Type and the Employer related to the Contact. You can make the necessary changes and save the updated information.

In addition, there will be two action buttons available in the upper right corner: Cancel, to discard any changes and return to the Employer main list, and Save, to apply and save the modifications made by the user.

Remove a Contact

To remove a Contact from the current case, click the Remove action in the main list within the section.

This will open a new pop-up menu to confirm the removal of the record from the case.