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An Introduction to Matters (Complaints)
Intr oduction to Matters (Complaints) A Matter in Houdini can be anything, including testimony, evidence, rulings, and sometimes arguments. However, in this context a Matter will refer to a Complaint which has been submitted to the DFEH. In this chapter we… |
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Calendar Features
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… |
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Calendar Filters
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… |
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Calendar Overview
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.… |
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Contacts (Complainants/Respondents)
Contacts (Complainants/Respondents) In HoudiniESQ, all Complainants and Respondents are known as Contacts. You can add and edit Contacts through HoudiniESQ, they can be created through the Intake Form, or you can import them using Google Import or the Outlook… |
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Defining the Complaint
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 menu… |
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Document Management - Overview
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… |
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Document Management - Template Merge
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… |
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Events
Events You may be asking yourself; what is an Event? In HoudiniESQ, an Event is any task performed in relation to a contact or matter which can be tracked via the Calendar. Important: Events need to be tied to Matters within the DFEH system. Ensure that eachEvent… |
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Profile Setup - Email Account Settings
Email Account Settings You can modify your email account sttings to be used in HoudiniESQ by selecting the "Email" option from "my Settings" under the Setup ribbon. This will open up the Email Accounts tab of the "Edit My Profile" window. This window will… |
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