{"id":68654,"date":"2024-07-11T16:58:49","date_gmt":"2024-07-11T15:58:49","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_training&#038;p=68654"},"modified":"2024-12-19T11:42:08","modified_gmt":"2024-12-19T11:42:08","slug":"case-worker","status":"publish","type":"pracctice_training","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/training\/case-management-browser-2\/","title":{"rendered":"Case Worker"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Getting Started<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Logging into Osprey<\/li>\n\n\n\n<li>The Osprey Approach Homepage<\/li>\n\n\n\n<li>Two Factor Authentication<\/li>\n\n\n\n<li>Your User Profile Page<\/li>\n\n\n\n<li>Logging Out of Osprey<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Client &amp; Matter Searches<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The Global Search<\/li>\n\n\n\n<li>Client &amp; Matter Searches<\/li>\n\n\n\n<li>The Wildcard Search<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Conflict of Interest Searches<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Client Conflicts<\/li>\n\n\n\n<li>Dossier Data Conflicts<\/li>\n\n\n\n<li>Saving Conflict Checks<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Adding Clients &amp; Matters<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Adding Individual Clients<\/li>\n\n\n\n<li>Adding Company Clients<\/li>\n\n\n\n<li>Additional Named Clients<\/li>\n\n\n\n<li>Communication Details<\/li>\n\n\n\n<li>Adding the First Matter<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Matter Restrictions<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Restricting Individuals<\/li>\n\n\n\n<li>Restricting Groups<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Posting Time<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Posting Time<\/li>\n\n\n\n<li>Viewing the Time Ledger<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>The Timer &amp; Timesheets<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Using Timers on a Current Matter<\/li>\n\n\n\n<li>Using Timers on a Blank Matter<\/li>\n\n\n\n<li>Posting Time from the Timer<\/li>\n\n\n\n<li>Using Timesheets<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Client Ledger &amp; Requisitions<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Viewing the Client Ledger<\/li>\n\n\n\n<li>The Client Ledger Summary<\/li>\n\n\n\n<li>Client Ledger Requisitions<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Contacts &amp; Organisations<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Adding Contacts &amp; Organisations<\/li>\n\n\n\n<li>Editing Contacts &amp; Organisations<\/li>\n\n\n\n<li>Linking a Contact to an Organisation<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>The Dossier<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Selecting a Dossier Pages<\/li>\n\n\n\n<li>Adding Information to a Dossier Page<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Document Production &amp; Osprey Gateway<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Installing the Gateway<\/li>\n\n\n\n<li>Logging into the Gateway<\/li>\n\n\n\n<li>Browser Setup<\/li>\n\n\n\n<li>Running Documents<\/li>\n\n\n\n<li>Saving Documents to Matter History<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>The Matter History<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Uploading Documents<\/li>\n\n\n\n<li>Adding Notes<\/li>\n\n\n\n<li>Customising the Matter History<\/li>\n\n\n\n<li>Searching the Matter History<\/li>\n\n\n\n<li>Matter History Item Options<\/li>\n\n\n\n<li>Matter History Folders<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Key Dates &amp; Workflows<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Adding Key Dates<\/li>\n\n\n\n<li>Editing Key Dates<\/li>\n\n\n\n<li>Meeting Key Dates<\/li>\n\n\n\n<li>The Key Date Summary<\/li>\n\n\n\n<li>Loading Workflows<\/li>\n\n\n\n<li>Running Workflows<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Sending Emails &amp; Text Messages from Osprey<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sending Emails from Osprey<\/li>\n\n\n\n<li>Sending Emails from Matter History<\/li>\n\n\n\n<li>Including Matter History Items in Emails<\/li>\n\n\n\n<li>Sending Text Messages in Osprey<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Bundles &amp; Packages<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Creating Court Bundles<\/li>\n\n\n\n<li>Downloading Court Bundles<\/li>\n\n\n\n<li>Creating Packages<\/li>\n\n\n\n<li>Sending Packages from Osprey<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><br><br><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Getting Started Client &amp; Matter Searches Conflict of Interest Searches Adding Clients &amp; Matters Matter Restrictions Posting Time The Timer &amp; Timesheets Client Ledger &amp; Requisitions Contacts &amp; Organisations The Dossier Document Production &amp; Osprey Gateway The Matter History Key Dates &amp; Workflows Sending Emails &amp; Text Messages from Osprey Bundles &amp; Packages<\/p>\n","protected":false},"author":15,"featured_media":0,"template":"","tags":[],"pracctice_customer_type":[18,25],"pracctice_training_area":[84,83],"class_list":["post-68654","pracctice_training","type-pracctice_training","status-publish","hentry","pracctice_customer_type-case-worker","pracctice_customer_type-case-management-supervisor","pracctice_training_area-clients-matters","pracctice_training_area-case-management"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Case Worker - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/training\/case-management-browser-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Case Worker - Osprey Approach Customer Support &amp; 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