This is the day-to-day manual for Rangeen. It assumes nothing — not that you have used Rangeen before, and not that you have ever used a case management system at all. It starts with what the thing is for, explains every word as it comes up, and sticks to what you actually need to do the job. If you already know your way around, start anywhere from the contents.
If you are the person who builds case types, screens, templates and automations, you want the Technical Handbook instead. This guide is about using what they built.
What this system is for, and the one idea everything else hangs on.
Some work is a single task. You do it, it is done. Other work runs for months. Lots of people touch it, documents pile up, dates matter, and sooner or later somebody asks you to prove what happened and when.
Done the ordinary way, that work ends up scattered. The emails are in one person's inbox. The reports are in a folder on a shared drive. The deadlines are in somebody's head, or a spreadsheet, or a calendar reminder that left when they did. Nobody can answer "where are we with this one?" without ringing three people.
Case management means keeping all of that in one place. A case management system is the software that does it. Rangeen is one.
Everything in Rangeen sits on a single thing called a case. A case is one piece of work, held as one record. It holds:
Everything you do in Rangeen happens on a case. You do not send an email and then file it — you send it from the case, so it is filed already. You do not finish a job and then write it down — finishing it is the note. That is why the history can be trusted: there is no second step for anyone to forget.
Because a folder does not know anything. A folder cannot tell you that the expert report is now three weeks late, address a letter to the right solicitor, or prove who changed the agreed fee.
A case can, because what is in it is structured. The date of the accident is not a sentence buried inside a letter. It is a date, in a box labelled Date of accident, which the system can read, check, compare against other dates, and drop into a letter for you.
That structure is what you get in exchange for typing into labelled boxes instead of free text, and picking people from a list instead of typing their names. The system then does a lot of the work for you — see section 19.
Your organisation does not do one kind of work. It does several. Assessing a patient needs different information from setting up a new expert on your panel. So every case belongs to a case type — a ready-made shape for one kind of work.
The case type decides what a case of that kind looks like: what information is collected, how it is laid out, which letters and emails exist for it, and what happens on its own. Somebody in your organisation builds that once. You never have to. You open a case of the right type and the shape is already there.
A medico-legal organisation might have three case types. A Patient Case holds one instruction about one patient. A Medical Expert case holds everything about one expert — their CV, their fees, their availability. A Solicitor case holds one instructing firm.
Same system, three different shapes. Which screens you see, which letters exist and what fills itself in all follow from which of the three you opened.
If you are new to this, read section 2 next and then work forwards — half an hour and you will have the whole picture. If you just need one answer, use the contents on the left.
Fourteen words. Learn these and the rest of the guide reads easily.
Here is the whole vocabulary in one place, in the order the ideas build. Each one is explained properly later, and the section number tells you where.
One web address for your organisation, and one account that is yours.
Each organisation using Rangeen gets its own private workspace at its own web address. The address starts with a short code for the organisation:
https://clinexia.rangeen.comSo if your organisation is called Clinexia, that is your front door. Bookmark it. Everything in it — cases, documents, people, settings — belongs to your organisation alone, and no other organisation can see any of it.
You sign in with your email address and a password you chose for Rangeen.
To change it later, ask an administrator to reset it. You are emailed a link to choose a new one.
| You see | What to do |
|---|---|
| "Your account is not a member of this workspace" | You signed in with a different email address from the one the invitation was sent to. Use Sign out and switch account and sign in with the exact address that was invited. Resetting your password will not help. |
| "Your account has no licence assigned" | Your password is right, but nobody has given you a seat yet. Ask an administrator to assign you a licence. This is the usual reason a brand-new starter can set a password and still not get in. |
Your organisation can give somebody outside it — an instructing solicitor, a medical expert, a client — a login so they can see one particular case. Those people are called collaborators, and they are covered properly in section 18.
The thing to know here is that they do not use your address. They sign in at a separate website — clinexia-collaborator.rangeen.com — with their own details, and they see only the cases you deliberately shared with them. If a solicitor tells you they cannot sign in, check first that they are using the collaborator address and not yours.
What needs you today, and the furniture around it.
Everything you use every day sits in a bar across the top of the window:
| Page | What it is for |
|---|---|
| My Day | Your dashboard — this section. |
| Cases | The cases you currently have open, and the way back to the one you were on. |
| To-dos | Everything outstanding. §13 |
| Drafts | Letters and emails you started and parked. §11 |
| Lists | Saved questions about all your cases. §16 |
| Incoming mail | Email waiting to be filed onto a case. §14 |
At the top right of every page is a small toolbar that follows you everywhere:
My Day opens with a greeting, and then, down the page:
Drag tiles to reorder them. Pinned tiles are personal — nobody else sees yours.
Cases you open stay listed as tabs until you close them, and the list survives a reload. Clicking Cases takes you back to the case you were last on. Closing a tab is not the same as finishing the case — it just clears it off your strip.
If a tab has unsaved work, closing it asks first and tells you how many changes you would lose.
Open your picture at the right-hand end of the top bar for your name and email, plus My profile — where you connect your mailbox, manage your signatures and set your preferences — and Sign out.
The case number is the fast route. Search covers the rest. Lists go deepest.
Every case has a reference — a short code that identifies it for good. It never changes, and no two cases share one. You do not choose it; the system gives it out.
Every new case takes the next number in one running sequence shared by the whole organisation — 000001, 000002, 000003 — whatever kind of case it is. (Six digits is the usual width; an administrator can choose a different one, in which case the numbers are simply shorter or longer.)
A case that belongs to a family hangs off the first one in that family: 000001.001, 000001.002. Those are called matters, and they have their own section (§17).
Click the magnifier beside the reference box and type at least two letters. It looks at the case number, the title, and a handful of details your organisation chose for that kind of case — a patient surname, a claim number, a postcode.
There is almost nothing to fill in. A case needs a case type, and that is the only thing you are asked. The number comes from the system, and the title is built for you from what goes on the case — usually the client's name and what the work is — so it appears, and keeps itself up to date, as you fill those details in.
You can start one from the + at the top right, or from New case on the Cases page or on My Day. All three ask the same question.
Everything about one piece of work, on one screen.
Across the top of an open case is one strip telling you what you are looking at: the case type's icon, the number, the title, and — when they apply — a padlock if the case has its own password, a status chip, a Since date if the case has been closed, and a chip counting the other matters related to it. Underneath: the case type, and when the case was last changed and by whom.
Down the left-hand edge of an open case runs a narrow column of icons. That column is everything you can do to the case. Hover over an icon and its name appears.
| Button | What it does |
|---|---|
| Memo · Letter · Email | Send or record correspondence. §10 |
| Phone in · Phone out | Record a call, in either direction. §10 |
| Incoming | Record something that arrived — post, a scan, a report, a dropped document. §10 |
| Automation | Run one of your organisation's saved automations against this case by hand. §19 |
| Share | Let somebody outside your organisation see the case, and see how many shares are live. §18 |
| Star | Pin the case to Starred on My Day. |
| Save | Store your changes. §7 |
| ⋮ More actions | Create or view matters, put a password on the case, mark it dead or bring it back, delete it. §20 |
At the top of the same column, a second group of icons switches what fills the main area:
| View | Shows |
|---|---|
| History | The one you land on — everything that has happened, newest first. §15 |
| To-dos | What is outstanding on this case, with a count. §13 |
| Drafts | Letters and emails started on this case and parked. §11 |
| Assignments | Who owns the case and who is working on it. |
| Notes | Internal messages between colleagues. A badge counts any still waiting to be read and acknowledged. |
| Client Hub | The document conversation with anyone outside your organisation the case is shared with. §18 |
Beside that column, in its own panel, is the list of the case's screens — the pages of boxes where the actual information lives (§7). It does more than list them:
A screen can be set to appear only in certain circumstances, and that is re-checked as you type — so a screen appearing or disappearing after you change a value is the case type doing its job.
A small panel showing the handful of details that matter most on this kind of case, visible from every view so you do not lose the key facts while you are reading the history.
Drag a document from your computer anywhere onto an open case and a drop area appears. It is attached and recorded as incoming post, and you are asked who it came from. See section 10.
Where the case's information lives — and the one rule about saving.
A screen is one page of the case's information, laid out on purpose by whoever built the case type. A case type usually has several. A patient case can have General Details, Sales Ledger, Experts Search and Funding & Confirmation — it depends entirely on how your organisation built it. You pick one from the Screens list to bring it up.
Each box on a screen is a field: one labelled piece of information. A field has a type, and the type is why a date gets a calendar picker, a fee accepts pennies, and a status offers a fixed list instead of free text. Screens can also carry things that are not boxes at all — a correspondent block, a table, a picture, a heading, or a button that runs an automation.
| Type | What it holds |
|---|---|
| Text | Free text — a name, a note, a reference. |
| Whole number | A number with no decimals, such as pages received. |
| Decimal | Money, rates, measurements. |
| Date | A calendar date, such as the date of the accident. Type it or pick it from the calendar. |
| Date & time | A date plus a time — an appointment. |
| Time | A time of day on its own. |
| Yes / No | Yes, No, or blank. Blank is a real answer, meaning "not known yet". |
| Checkbox | Ticked or not. Unlike Yes / No, there is no blank. |
| Dropdown | One value from a fixed list, such as the type of claim. Pick — at the top to clear it. |
| Calculated | A value the system works out from other boxes, such as an invoice total. Change the boxes it is built from and it follows. |
| Correspondent | A link to somebody in the correspondents list, shown as a block with its own buttons. §9 |
| Case link | A link to another whole case, so this one can read its details. |
| Document | A named place on the case for one document. §12 |
| Table | A list of rows — experts considered, invoice lines, appointments. §8 |
| Time record | A log of time worked, with a Start / Stop button. §8 |
Nothing you type is stored until you press Save.
Typing changes only a working copy held in your browser. Each box you have changed grows an amber stripe, each screen shows a count, and the top of the Screens list shows "N unsaved". Press Save and the whole lot is stored together — boxes, table rows and time entries in one go — and a line goes onto the history.
A box can be set up to do something the moment you change it and move on — fill in a related box, look something up, or check what you typed.
A case has a Source of funding dropdown and, underneath it, three payment-term percentages. Pick the funding and tab out of the box: the three percentages fill themselves in to match.
Nobody typed them. Somebody taught the case type that rule once, and it has held on every case since.
For when one case needs many of something.
Most information on a case happens once. One date of birth. One agreed fee. Some things happen many times: every expert you considered, every line on an invoice, every appointment. That is a table — a small grid that belongs to this case and holds as many rows as the work needs.
An Experts Search table holds one row per expert being considered: their name, their speciality, their quoted fee, and a tick for whether they have been approved. Two rows today, five by Friday — the table grows with the work.
The table's header carries its name, a count of rows, and a row of buttons: add, edit, move up, move down, delete. Those buttons act on the row you have selected.
Clicking a row selects it and clicking it again lets it go. Most tables let you build up a set of rows; some are set up to hold one at a time, so picking a second row replaces the first.
Selecting is for two things: the header buttons, and the buttons on the screen — an automation can be handed exactly the rows you picked, so "send the instruction to these two experts" is one click.
A time record table logs work time rather than information. Press Start, do the work, press Stop. Each run becomes one entry with its start, end, duration and who recorded it.
The people and organisations a case deals with — stored once, used everywhere.
A correspondent is a person or an organisation your work deals with. On a medico-legal case that means the patient, the solicitor who instructed you, the medical expert, the insurer paying the bill, a GP surgery, a hospital. Anybody you might write to, or write about, on a case.
Your organisation keeps one shared correspondents list, and every case picks the people it deals with out of that same list.
Every correspondent exists in two places at once, and keeping those straight is the whole game.
| The correspondents list | The slot on the case | |
|---|---|---|
| What it is | One record for one real person or organisation: name, address, phone, email, and whatever else that kind of contact needs. | A labelled place on this case — Patient, Solicitor, Medical Expert — pointing at one record in the list. |
| Who shares it | The whole organisation. Every case, every picker and every letter uses the same list. | This case alone. |
| Change it and… | …every case pointing at it shows the change, immediately. | …only this case changes. You have swapped who fills the slot. |
Nothing about the correspondent is copied onto the case — only a pointer to them. Fix a postcode from one case, open another, and that one is right too.
On a case, a correspondent appears as a block: a small panel headed with the role — Solicitor, Medical Expert, ATE Insurer — showing that party's details, with buttons along the top.
| Button | What it does |
|---|---|
| Select | Search the correspondents list and point this slot at somebody already in it. |
| Add | Create a brand-new record of this slot's kind, and point at it. |
| Edit | Change the details of whoever is in the slot. |
| Clear | Empty the slot. The record in the list is untouched. |
The details inside a block are shown, not typed — because they belong to the correspondents list, not to this case. Use Edit to change them.
When you press Select or Add, the search box looks at name, company name, email, city, postcode, phone and mobile — so search by one of those.
A case needs its instructing solicitor filling in. That firm has instructed you forty times before, so you press Select, type the first few letters of their name and point at the record that is already there. You do not retype their address, and when they move office one person fixes it once — on all forty cases.
The same case needs an expert who is genuinely new to you. That one gets Add. Then Save, because until you save, the case has no expert on it.
A template that opens Dear {solicitor} comes out as "Dear Ramsdens Solicitors" with nothing typed — because the Solicitor slot on that case points at a real record with a real name in it.
Type the same name into an ordinary text box instead and the letter cannot do that. It is just text; nothing knows it is a solicitor.
Five ways correspondence moves, all through one dialog.
Where: the buttons down the left edge of an open case
| Button | Records | Can it actually send? |
|---|---|---|
| An email to somebody on the case. | Yes — through your own Outlook. | |
| Letter | A document produced from a template. | Yes, if you tick it. Otherwise it is produced and filed. |
| Memo | An internal note-to-file — a visit write-up, a file note. | No. |
| Phone in · Phone out | A call, in either direction. | No. |
| Incoming | Something that arrived — post, a scan, a report, a forwarded email. | No. |
Whichever you press, you get the same dialog asking the same three things: who it is with, what it says, then check and send.
Pick the correspondent. The box shows the people already on this case first, then everybody else in the correspondents list (§9).
Either use a template — a letter or email that is already written and fills itself in from the case — or write a one-off for something that has no template.
For a phone call the list is narrowed again by direction: a template marked for incoming calls only appears under Phone in. A call template you cannot find is usually filed under the other button.
A one-off memo or letter asks what format you want — Word, Excel, PDF, or plain text for a memo — and lets you write it in Word or upload a document. A one-off email, call or incoming post is simpler: you just type it.
A Send via Outlook tick controls whether anything leaves the building. It is on by default for an email and off by default for a letter, so a letter is produced and filed unless you deliberately tick it.
Your usual signature drops into the body automatically. A Signature menu switches it, replacing the block rather than adding a second one. It is inserted into the visible body, so anything you type afterwards lands below your sign-off — write first, then check the bottom. You manage your signatures under My profile → Signatures.
For a Word or Excel template you can Open in Word, change the document, and send your edited version.
Two controls, both for this send only:
Everything above is about things you send out. Incoming post is the opposite: it is how you record anything that has come in to you. A letter in the post, a scan, a medical report, a photograph, an email somebody forwarded you — if it arrived, this is where it goes.
Nothing is sent when you record incoming post. You are filing what turned up, so that it is on the case and on the history with a date against it.
When you record incoming post you can also pick a template for it — the same way you would pick a template for a letter. A template here is not something that gets written or sent. It is a label for what kind of thing arrived, and picking it lets your organisation attach work that runs before or after you save it. That is how filing a document can update the case at the same time.
A medical report arrives in your inbox as a PDF. You open the case, drag the PDF onto it, and pick the incoming-post template called Expert report received.
Because somebody set work up behind that template, saving it does three things at once: the report is filed on the case, the Report received date fills itself in with today's date, and the case status moves on.
You dropped one document. You did not type a date or change a status.
Incoming post has no message body — only a Description, one line saying what this is, and the documents themselves.
A saved Outlook message dropped on a case — a .msg or .eml — is kept exactly as it was, and you can read it on the case: sender, recipients, date, subject and the message itself. See section 12.
A PDF bundle memo template writes nothing itself. When you send it, it merges everything you listed under Sends with, in that order, into a single PDF with a bookmark per document — useful for sending a solicitor the whole pack in one go.
Every one of the five actions has Save as draft — see section 11.
A template can have work attached to it that runs just before the document is produced and just after it is recorded. Before can fill in case information so it appears in the letter you are about to send, or ask you a question. After can update the case, tell somebody, or send something else — and it runs once the entry is safely recorded, so cancelling anything it asks you does not undo the send.
See section 19 for the bigger picture.
Park a half-written letter and come back to it.
Where: Save as draft in any action · the Drafts view on a case · the Drafts page
Any of the five correspondence actions can be parked with Save as draft and picked up later. It keeps essentially everything: who it is to, the template, what it attaches and files into, the description, notes, subject and body — including your edits to a template's wording — the phone direction, the To, Cc and Bcc, the signature you chose, documents you had uploaded, and a copy of anything you had edited in Word.
| Where to find drafts | Shows |
|---|---|
| The Drafts view on a case | Your drafts on that case, with a count on the icon. |
| The Drafts page in the top bar | Your drafts across every case, searchable by summary, case number, template or correspondent. |
If you close a compose you have actually worked on — Cancel, Escape, or clicking outside it — you are asked whether to Save as draft or Close without saving. A template body you never touched counts as untouched, so it closes without nagging you.
Discard throws the draft away. Sending a draft removes it automatically — but anything it had uploaded is kept, because that is now part of the recorded entry.
Every document belongs to a case, and you can read most of them without downloading.
| Route | Where it lands |
|---|---|
| Drag it onto the open case | Recorded as incoming post, with the documents attached. §10 |
| You produced it — a letter from a template | On the history entry for that send, and in a named place on the case if the template files it into one. |
| It came in by email | On the history entry when the message is filed to the case. §14 |
| You attached it to a table row | On that row. §8 |
| An automation put it there | Wherever it was told to. §19 |
Besides the history, a case type can carry named document slots — "the signed instruction", "the expert report" — so that the current version of an important document has one predictable home instead of being somewhere in a long timeline. When you send a letter, Embeds into chooses which slot it is filed in (§10).
Click a history row and the document opens beside the timeline, so you can keep scrolling while you read. Drag the divider to resize it; your choice is remembered.
PDFs, Word documents, spreadsheets, pictures and saved emails all open on the page as they really look. A saved email shows who it was from, who it went to, the date and the subject, then the message itself, with anything that came attached to it listed by name.
When an entry carries several documents, arrows in the preview header step through them with a counter, and a toggle flips between the document and the entry's own write-up.
Display document, on a history row's menu, opens it in Word or Excel to read.
Notes are internal messages on the case. They are not correspondence and they are never sent anywhere. A note can be marked so that colleagues have to acknowledge it, and a badge counts any that have not been, so something important is not scrolled past.
Deadlines as records, not memories.
Where: To-dos in the top bar · the To-dos view on each case
A to-do is one job that has to happen on one case: a title, a due date, who owns it, and — this is the useful part — what doing it actually means. Press the button on a to-do and the right thing opens, already filled in.
| Kind | Pressing its button… |
|---|---|
| Plain to-do | …ticks it off. Doing the thing is up to you; the completion goes on the case history. |
| Send Memo | …opens a memo, already addressed and filled in. |
| Send Letter | …opens the letter, ready to check and send. |
| Send Email | …the same, as an email. |
| Make Call | …opens the call record for you to complete. |
| Incoming post | …opens the incoming-post record, for something you were expecting. |
| Run Automation | …runs the automation attached to it. |
For the six that are not plain to-dos, the to-do is only completed once the send succeeds. If you park it as a draft instead, the to-do stays open — which is right, because the work is not done.
The same list appears in two places. The To-dos page shows yours across every case, with the case named on each row. The case's own To-dos view shows everything on that case, with the owner named on each row.
Each row has its Action button, plus Reschedule, Reassign and Delete. Tick several rows and one bar offers Reschedule (tomorrow, next week, in 30 days, or pick a date), Reassign and Delete for the lot.
Open the case, go to its To-dos view and press Add to-do.
The dialog asks for the kind of action, the correspondent, the template, a title, when it is due, who owns it, and an optional note. Two helpful touches: the title fills itself in from the template and the correspondent until you type your own, and the due date can be set either as "in so many days" or as an exact date, each keeping the other in step.
You can give a to-do to whoever holds a role on the case — the case manager, the supervisor — rather than to a named individual. The to-do then follows the role: change who the case manager is, and the to-do moves with the job. That is usually what you want for a step in a process.
Mail belongs on cases, not in personal inboxes.
Where: My profile → Email & mailboxes · Incoming mail in the top bar
Email you send goes from your real address, and replies come back to the case, because you connect your own Microsoft mailbox to Rangeen. It is per person, so everyone who sends case email connects their own, once.
In the same place you choose which address you send from by default, manage your signatures, and add any shared mailboxes you look after — each with its own Fetch (receive into Incoming mail) and Send switches.
New mail is picked up automatically and queued in Incoming mail, where the system has already had a go at working out which case it belongs to. In order of confidence:
Getting those extra boxes right is the single biggest improvement you can make to how much mail files itself. If the same kind of reference keeps arriving and nothing matches, ask an administrator to add it.
Incoming mail has five tabs, each with a live count: High-confidence, Maybe, Other, Released and Archived. The badge on the Incoming mail menu entry counts High-confidence only, so there can be more waiting than the badge suggests.
You can also Archive what does not matter, tick several rows to release them to cases one after another, or drag a saved .msg or .eml straight from Outlook onto a case (§10).
On the Released tab each row offers Reply, which opens an email on the case with the sender filled in, the subject prefixed Re: and the original quoted underneath — and it threads properly in Outlook.
What happened, who did it, and when. Written by the system, not by you.
History is the first thing you see when a case opens, and it is the reason a case can answer "where are we?" without a phone call. It holds the correspondence a person would recognise: memos, letters, emails, phone calls, incoming post, attached documents and completed to-dos.
Every entry is written at the same moment as the thing it describes, so the record and the case can never drift apart. Nobody types these lines.
Entries are newest first, 50 at a time, with Load older entries at the bottom. The columns are the date and time, what happened, any attachments, who did it, who it was with, the template used, and the description.
An emailed entry carries its live status: Sending…, then Sent — or Not sent with the reason in plain words and a button to try again. An entry that was deliberately recorded without emailing shows no status at all.
Right-click a row, or use its three-dots button:
| Action | What it does |
|---|---|
| Display document | Opens the document to read. §12 |
| Resend | Reopens the original compose, with the same recipient, wording and document, so you can send it again. Sending creates a new entry. |
| Starts an email on this case carrying every document this entry holds, with the description as the subject. | |
| Copy to another case | Copies this entry's documents onto a case you pick, landing there as incoming post. |
| Convert to PDF | Merges this entry's documents into one PDF, filed as a new entry. The original is untouched. |
| Amend description | Corrects the line you read on the timeline. |
Most of these only apply to a piece of correspondence, so an invoice row offers fewer of them.
Entries are written by the system, in the same breath as the change. Almost nothing about a recorded entry can be altered afterwards, and the one thing that can — its description — keeps the previous wording behind it. That is why the history can answer a question about what happened six months ago and be believed.
Saved questions about all your cases — written once, run whenever.
Where: Lists in the top bar
A list is a saved, named search across every case of one case type. "Patient cases where no expert report has come back after 60 days." "Cases I am the case manager on with something overdue." "Invoices not yet paid." Somebody technical writes it once; everybody else picks it and presses play.
This is where the structure pays for itself. Because the date of the accident is a real date in a real box, rather than a sentence inside a letter, you can ask questions about it across ten thousand cases in a second.
Every list shows the case number, title and status, then whatever columns its author chose. Click a column heading to sort, click again to reverse, and a third time to go back to the list's own order. Choose how many rows per page at the bottom.
Export gives you Excel or CSV, of everything or just the rows you ticked. The file is named after the list and starts with the case number, title, status and last-changed date before the list's own columns.
A list returns open cases only, unless its author deliberately included closed ones. Lists are not personal — every one on a case type is visible to everybody who can run lists.
Building lists is a separate job on a separate page, and it is covered in the Technical Handbook.
Several pieces of work that belong together, numbered together.
Where: the ⋮ menu on a case → Create matter · View matters
Sometimes one instruction turns into several pieces of work. The same patient needs a second report from a different specialist. Two passengers in one car each need their own case. A claim turns into a costs job as well.
Each of those is a case in its own right — but they belong together, and Rangeen keeps them as a family. Each member of the family is called a matter.
The first case keeps its number. Everything added to the family hangs off it:
000001 the original
000001.001 the second matter
000001.002 the third
…Families are flat. Creating a matter from a matter still attaches it to the same original, so you get one original and its matters, never a tree of grandchildren.
Copying is offered when there is already a matter of the same case type in the family. Across different case types the new one starts blank, because there is nothing sensible to copy between two different shapes.
A solicitor who already has one instruction open with you asks for a second report, from a different specialist. It is a separate piece of work with its own fee, its own expert and its own invoice — but the patient, the accident and the solicitor are all the same.
Rather than re-keying all of that, you open the first case, choose Create matter, and pick Selective: tick the patient's details, the accident details and the solicitor, and leave the expert, the fee and the invoice boxes blank.
View matters lists the whole family — the original marked as the root, the one you are on marked as current, each with its number, case type, title, status and when it was last touched. Click any row to open it. The case bar also carries a chip counting the others, so you always know a case has relatives.
Do not confuse a family with a case link, which is a box on one case pointing at another. A family says "these pieces of work belong to the same story". A case link says "this case refers to that one for its details".
The part of the system that does work for you — and why things sometimes happen on their own.
A great deal of what happens in Rangeen is not done by anybody. Your organisation can teach the system a sequence of steps and attach it to a moment, and from then on it just happens — the same way, every time, on every case. Those are called automations.
You do not set these up; that is the Technical Handbook. But knowing they exist explains why a box filled itself in and why a to-do appeared from nowhere.
| It can… | What that looks like on a normal day |
|---|---|
| Fill things in | Payment terms worked out from the source of funding. An invoice total that adds up the lines. A deadline calculated from the date of the accident. |
| Do the next thing afterwards | Update the status, tell the supervisor, write the file note — all at the moment you send the letter. |
| Ask you something | A short question part-way through, whose answer changes what happens next. |
| Work to a timetable | A nightly sweep that finds cases past a deadline and raises to-dos on them. |
| Handle many cases at once | Run over everything a list found — a hundred cases, one click (§16). |
Work can be attached to moments in a case's life — when a case is created or opened, around a save, when you close a case — and to moments in the work itself: before and after any letter, email or memo is sent (§10), when a particular box changes (§7), from a button on a screen, from the Automation button when you run one by hand, from a to-do, and on a schedule.
You send a letter of instruction. Before it is produced the system fills the expert's agreed fee into the letter; afterwards it moves the case status on.
You clicked Send once.
Putting a password on a case, and how a case ends.
An individual case can carry its own password, for the handful of cases that need to be closed even to colleagues who can otherwise see everything.
You set or remove one from the case's ⋮ menu. A manager can look up or change a password on the Protected cases screen, which is the way back from a forgotten one.
A password does not keep out an external collaborator the case is shared with (§18) — their share is their access.
"Dead" is this product's word for closed. The work is finished. The case stays readable forever and stops accepting changes. You may see the same case called "Closed" on My Day and in search results — it is the same state under two words.
The case stays on your screen and turns read-only where it is. The case bar grows a Dead chip and a Since date, and its tab is struck through.
Revive case, on the same menu, reopens it. The case becomes editable again, and the history keeps a record of both the closing and the revival.
Every term in this guide, in one place.