Functionality Overview

The Debtor (or customer) object in Case Manager supports a reference field to an Employer object where information on the customer's employer is stored. This is a one-to-many relationship: that is, multiple customers may be associated with one employer. Working with a large number of cases processed by many users, we have seen in the years past that often duplicate employer objects are created. When capturing information, a user often creates a new object instead of doing a lookup on the existing employers in the system. In Case Manager 5.1 we introduced the Employer Confirmation Wizard as part of the standard actions available in the system. This wizard takes the user through a number of steps to focus attention first on the existing employers before creating a new object. This functionality is aimed at keeping the data cleaner, reducing the tendency to duplicate employer objects.

In Case Manager 6, this functionality was moved out of the standard actions to a separate extension, the Employer Confirmation Extension. This allows a site administrator to remove the functionality should it not be applicable in the environment.

Employer Confirmation Wizard

The Employer Confirmation Wizard is accessed via the Confirm Employment Details button on the case toolbar. When the extension is loaded and enabled, the toolbar button will be available to users.

tip

If the extension is installed and enabled, but you still do not see the button on the toolbar, it may be due to a customization. An administrative user can customize the toolbar displayed to users when viewing cases, by right-clicking on the toolbar and selecting Customize. This shows all the available action which may be dragged onto or off the toolbar. When closing the customization form the user will be prompted to save the customization for all users.

1. Current Employer Details

The wizard starts by showing the details of the employer currently associated with the selected customer/debtor. Here, you can view and confirm whether the associated employer details are correct. If it is not, use the Edit Details button to continue with the wizard.

2. Correct Employer Details?

If the Default employer is currently associated with the debtor, the wizard will take you immediately to the Select the correct employer screen. If an actual employer is selected however, you are presented with a question: Is this the correct employer for the debtor?. Choosing No gives you the option to select an employer, and Yes allows you to edit the details of the employer.

This screen is also shown after selecting an employer to confirm that the details of the selected employer are correct. In this case, No will route you to editing the details, and Yes will take you to the final confirmation screen.

3. Select the correct employer

When the Default employer is currently associated or when you indicated that the currently selected employer is incorrect, you are presented with an option to select the employer. A grid of available employers with a quick search bar gives you an easy way to look for the employer in the list of employers already created. If, after a search, you do not find the employer you can indicate that the employer you are looking for is not in the list. This will allow you to create a new employer.

4. New/Edit Employer Details

The two screens to create a new employer and to edit the details of the selected one operates similarly. The form is shown as designed in the Data Type Model for the Employer object. Available fields may be edited and will be saved on the employer object.

5. Confirm Changes

Lastly, a confirmation page is shown describing the effect of the proposed changes. This form shows all the changes made to employer objects throughout the wizard, and importantly, also shows the number of debtor/customer objects affected by the proposed changes. Confirm that the changes are as desired, and complete the wizard to apply these changes.

Security Rights

The Employer Confirmation Extension adds two security rights that can be assigned to users and roles:

Use Employer Confirmation Wizard

The right gives a user access to the wizard functionality. When a user without the right clicks on the Confirm Employment Details toolbar button, the system will indicate that the user does not have the required permission.

Edit Multi-debtor Employers

The wizard can restrict users to edit the details of employers already linked to multiple other debtors/customers. An inexperienced user may edit the details of an existing employer instead of (correctly) creating a new employer object, and therefore affect numerous cases. This right can help to guard against such erroneous actions.