Information shown under the Events tab, shows the complete history of interaction between client, CO, Mediator and automated functions e.g. case status, appointments, cancellations and SMS text alerts. Information pertinent to the case can be created and recorded here. Wlhen recording information as a record of event users should be mindful of GDPR requirements.
Under “Diary”, “Office Diary” and “Calendar” view tabs are available. The “Office Diary” view shows the diary by office, month, year and Mediator.
View Calendar Screen
“Calendar” view, will allow users to view appointments for their office by day, week, month and year.
Each mediator is assigned their own colour to easily identify their appointments. Users can view the calendar screen with or without cancellations by clicking on “show/hide cancellations”. All cancelled appointments appear grey.
Case Common Details and Dependants
Data common to the couple is recorded under the “Common Details and Dependents”; e.g. date of marriage/partnership, date of separation, etc. Children of the couple are recorded in the “add new dependent” tab. Details on this screen should be completed by the mediator assigned to the case when the case is deemed suitable for mediation and is proceeding.
(i) “Change case status”, allows the user to close the case and identify the reason for closure from a drop down menu. Closed cases can be re-opened from here. For statistical reports it is critically important that the correct option from the drop down menu is chosen to accurately reflect case status. “Closed written/unwritten agreement” options prompt further fields to record clients’ legal intentions on completion of mediation. Mediator to fill in details of legal route and/or law centres clients intend to take their agreements.
(ii) “Reopening a closed case”, allows the user to re-open a closed case from here. Two options are available; a) clients returned to mediation; b) case closed in error.
(iii) “Change Case Urgency”, allows the user to change status from “Status (not urgent)” to “Status (Urgent)” and vice versa.
(iv) “Transfer to a new office”, allows the user to change the office that clients will attend. If users do not have access to an office they wish to transfer client, contact EO in FMS Operations, 48 – 49 Brunswick Street, Dublin.
(v) “Open Mediation Session Page”, prompts the user to the view of mediation appointment details.
This enables quick access to case details, sessions, documents and events.