Case management CH
This additional feature creates the root folder Case Management and implements further objects for a better overview of the up-to-date processing status of your cases.
Product line
Standard
|Expert
Operating mode
CLOUD ABO
|ON-PREMISES
Modules
Services & CRM
Budget & Phases
Purchases
Resource Planning
Business Intelligence
Created: 03.11.2020
Machine translated
Updated: 27.11.2024
|
New version with higher version requirement published.
What is the up-to-date status of my cases? How can I standardize annually recurring tasks per trustee mandate? This Additional Feature implements a standardized mandate management for Switzerland. This gives you an overview of the up-to-date status of your cases.
The corresponding config set can be found here .
Application
With this additional feature, the Service Areas section is created on the case on the Further Info page, in which the service areas relevant for the case can be assigned via checkbox (multiple references are possible):
The service areas available for selection are defined in the folder Settings > Cases > Case Management. By default, the areas FAR / VAT, salary, taxes and auditing are included. If you would like to put other service areas into operation, please contact your Vertec advisor.
In addition, the root folder Mandate Management is created with a subfolder for each service area:
Each service area contains a folder with the active cases and a query folder with an annual overview:
Create mandate management
The case management is created for each case for one year. To do this, select the option on the individual case or the list of cases via actions Mandatsmanagement(can only be called by administrators or users with the User Group Mandate Management Editor
) and select the year for which the Mandate Management is to be created. The subfolders Annual Overview are then created on the client according to the previously selected service areas:
In these subfolders, entries are created depending on the service area, in which corresponding fields can be filled in and options can be selected:
| Service sector | settings |
|---|---|
FARU / VAT |
The fields Case manager and key manager are prefilled. The logged-in user is entered as key manager. If an entry for the previous year already exists, the remaining fields are also prefilled or applied. Folding options can be made:
|
salary |
The fields Case manager and key manager are prefilled. The logged-in user is entered as the key manager. Under Status, various options can be marked as completed by a checkbox.  |
Taxes |
The fields Case manager and key manager are prefilled. The logged-in user is entered as the key manager. The tax domicile can then be added. Under Status you can select whether documents  |
Revision |
The fields Case manager and key manager are prefilled. The logged-in user is entered as the key manager. If an entry for the previous year already exists, the fields in the Requirements section are also prefilled or applied. Under Revision Control, users can be assigned and a date can be set.  |
Use additional fields
In a service area, additional fields can be used by Adding additional custom items additional custom items, as in the following example for the Tax area:
The corresponding Supplementary Class is specified as a technical information . You can find out which one is below in the technical information.
An additional page will then appear showing these fields:
Requirements and Download
- The Expert product line is a prerequisite for this feature.
- Additional classes 22, 23, 24 and 25 may not yet be in use.
- This is an additional feature for Switzerland.
Important information before importing can be found in the article Interesting facts about the additional features . The exact import process can be found in the Articles about the config sets .
Download the additional feature with the following download link:
| Version Requirement | Download |
|---|---|
| 6.7.0.15 | Configset_mandate managementch.xml |
The following objects are created by importing the config set:
folder |
Root folder Mandate management with one subfolder for each service area:
folder Mandate management in the root folder settings with the following subfolders:
|
User groups |
The editors must be Assigned user groups to the appropriate user groups. Note: Users assigned to the user group Mandate Management Users receive full rights on all required additional classes and can run the script Mandate Management. However, they do not receive any rights on the cases themselves. As before, the rights for cases are controlled via the User Groups case managers or case supervisors. In order to edit the values on the cases, a user group must also be assigned, with which access to the cases is guaranteed. |
Reports & Scripts |
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Link types |
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Custom fields |
A total of 37 custom Custom Fields are created. |
Class Settings |
Class settings and page customizations for the additional class22 (taxes), additional class23 (revision), additional class24 (FIBU / VAT) and additional class25 (salary) as well as the project class. |