Contrasting the Report Forms which are for Reporters to fill in, Case Managers tackling those reports use a counterpart called the Sidebar. The Sidebar contains information about the case itself as opposed to the incident.
Configure Sidebar
Before customizing the sidebar, it's important to note that certain mandatory data points will be automatically added into the Sidebar:
Status
Due Date
Report Type
Priority
Assignee
Assigned Department
Report Outcome
Customization Steps
Configure your Sidebar: On the left-hand sidebar of the Confide platform, click the arrow next to Workflow Settings. Click Case Data.
Add Custom Field: Click “+Custom Field” at the top right. - Up to twenty (2) custom fields can be added.
Design Custom Field. Enter the details for the custom field you wish to add, including the field name and any additional attributes or options.
Save Custom Field. Click ‘Add.’ The field will not appear at the bottom of the page under Hidden Fields.
Add Field to Sidebar: Scroll down to locate the custom field you added and select 'Add to Sidebar.' This will display the field within the sidebar for easy access during case management.
Remove Field from Sidebar (Optional): If you wish to remove a field from the sidebar, you can do so by selecting 'Remove' next to the given field.
Edit Existing Field (Optional): If you wish to edit an existing field, click the pencil icon beside the field.
Delete Existing Field (Optional): If you wish to delete an existing field, click the trashcan icon beside the field. This cannot be undone.
Make a Field Mandatory (Optional): Click “Mandatory” in the field. When the button turns green, it means a field is enabled.
- Enabling the field means that the case cannot be closed unless the related field is filled.
