The Staff Billing Diary is a new feature in HoudiniESQ 1.9. It is a customizable List View that will allow you to keep track of how much time each Staff member is spending on an Event. Although time on Events is not billed in the DFEH system, the Staff Billing Diary is still useful for…]]> Wed, 16 Nov 2011 17:15:08 -0500 http://houdiniesq.com/support/index.php?/article/AA-00928 http://houdiniesq.com/support/index.php?/article/AA-00924

Related Parties

In Houdini ESQ a contact type is used to group contacts into logical collections as described above “Contact Types”.  The Contact Type of the Contact record DOES NOT indicate the relationship the Contact has to any a Matter/Case/Complaint since a…]]> Mon, 14 Nov 2011 16:02:21 -0500 http://houdiniesq.com/support/index.php?/article/AA-00924 http://houdiniesq.com/support/index.php?/article/AA-00923

Contact Types

Although there can be any number of Contact types defined in the system, there are 4 primary contact types in Houdini ESQ that will be used by DFEH:

a.    Complainant: an individual that has filed a complaint with DFEH.  This is also…]]> Mon, 14 Nov 2011 15:51:11 -0500 http://houdiniesq.com/support/index.php?/article/AA-00923 http://houdiniesq.com/support/index.php?/article/AA-00922 Workflow Overview

The California Department of Fair Employment and Housing (DFEH) has selected Houdini ESQ, a commercially available off-the-shelf cloud based product to replace their aging Case Management Information System, On-line Appointment system and Right to Sue system. 

This…]]> Mon, 14 Nov 2011 15:26:19 -0500 http://houdiniesq.com/support/index.php?/article/AA-00922 http://houdiniesq.com/support/index.php?/article/AA-00895

Template Merge

One of the more advanced features of HoudiniESQ is the ability to use document templates for quick and easy document creation. We’re going to create a document using a template merge and store it in the IRIS repository, so click the Template Merge…]]> Wed, 02 Nov 2011 16:54:50 -0400 http://houdiniesq.com/support/index.php?/article/AA-00895 http://houdiniesq.com/support/index.php?/article/AA-00894 Introduction to IRIS and Document Management in HoudiniESQ

HoudiniESQ lets you quickly and effectively assign documents to a Matter via the IRIS Repository. Under the Matter view window, click the Docs tab. You can also access a Matter's documents via the Matter Dashboard with…]]> Wed, 02 Nov 2011 15:50:03 -0400 http://houdiniesq.com/support/index.php?/article/AA-00894 http://houdiniesq.com/support/index.php?/article/AA-00880

Filters

Located in the lower left hand corner of the Calendar are the filter tabs. The filters allow you to show events according to Staff, Group and/or Event type and any combination you choose.

1. The Cals tab - This will allow you to select multiple calendar…]]> Mon, 31 Oct 2011 14:33:23 -0400 http://houdiniesq.com/support/index.php?/article/AA-00880 http://houdiniesq.com/support/index.php?/article/AA-00879

Calendar Features

The Calendar in HoudiniESQ has many features you can employ to customize your views. Changing the radio buttons pictured above will color-code the items on your Calendar by Event, Staff or Type. These colors are customizable from their respective…]]> Mon, 31 Oct 2011 14:16:43 -0400 http://houdiniesq.com/support/index.php?/article/AA-00879 http://houdiniesq.com/support/index.php?/article/AA-00878 The Calendar

The Houdini ESQ Calendar is completely interactive, allowing you to reschedule and rearrange events from the Calendar interface. This tutorial will go over the various parts of the Calendar, Views and Filters and how to manipulate calendar items.

The…]]> Mon, 31 Oct 2011 13:56:14 -0400 http://houdiniesq.com/support/index.php?/article/AA-00878 http://houdiniesq.com/support/index.php?/article/AA-00874 We can further define this complaint with the next few fields. These are perhaps the most crucial, as they tell us who the complaint is being filed by and what HoudiniESQ will refer to the complaint as in its system.

Case Manager

The Case Mgr dropdown…]]> Fri, 28 Oct 2011 13:52:19 -0400 http://houdiniesq.com/support/index.php?/article/AA-00874