Case Owners and Case Members
What’s the difference?
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Using Nook
Guides to help you work with Nook.
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Basic case management (adding, editing cases etc)
Adding a case in Nook: To manually add a case: In the Case Overview or Waiting List screens, click the... -
An introduction to Tasks and how to use them
Tasks are one-off or repeated activities you do with clients. For example, make a telephone call, do a house visit... -
Nook training guide / manual
Is there a training doc or guide? Yes! We’ve produced this template training presentation as part of our onboarding process.... -
Email notifications
Nook can send your team email notifications to inform them when a new case is added to the Waiting List.... -
Counting selected multiple choice options
When it comes to reporting, if you want to count the number of multiple choice boxes that have been ticked... -
AND / OR filters in reports
When reporting, you can filter the data included by AND or OR conditions.: Example situation: I want to run a...
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