Administrator User Manual
Overview – Includes frequently asked questions.
Tables
Quest is a table-driven case management system. Meaning that the different areas of Quest have drop down lists that show the user the list of options from that particular table.
Allows you to give specific authority to security groups. Authority is Add, Edit, Delete & View.
Used to give a person access to specific schools only. A child must be attending that school for this person to be able to view information about that child.
This is where the financial accounts are stored and configured.
This is where you configure the different courts or calendars. You can set up schedules and.
Allows you to automatically add deadlines or “to-do” items when specific things happen.
This is where every drop-down menu item is stored and where specific defaults for each jurisdiction can be configured.
Requirement Transaction Types (This is not an area you can configure, it is used by the programmers only.)
This area is where you configure the different requirement types and codes.
This area is where you can configure the different rules to help your system do tasks automatically.
This is where you run different reports automatically.
Statutes (You CANNOT change this table, it is consistent throughout the State. Please Contact Support if you need a statute added or changed.)
This is where you configure the templates that produce the documents in Quest.
Template Functions
FF Update (under construction)
Time Codes
You can configure a time clock system for your employees.
Miscellaneous
Local Options
Processes
Removing Names Associated with the Case
Moving a document from one case to another
Viewing who is currently logged on and kicking them off if necessary