Caseworker
1.0 Responsible Case Handler Access and Overview
When you are set up as the responsible case handler, you gain access to the notification portal. Access is granted by an administrator.
1.1 Login
When your role is established, you will receive an email with a unique password.
The password must be changed upon your first login.
After logging into the system, you will have access to your inbox and case overview.
Here you will find an overview of all notification cases in which you have been assigned a role.
1.2 Notification of New Cases
When the administrator assigns you a new case, you will receive an email alert. The email contains a reference (ID/number) to the case. The same reference also appears in the case title in your inbox.
1.3 Inbox/ Case Overview
After logging in, you will see “Inbox” in the menu on the left-hand side. Here you will have an overview of all incoming cases.
Under “My cases” you will find all notification cases where you are the responsible case handler.
If you are added as a co-handler, the cases will appear under “Invited to”, which is located under “My cases” in the case overview.

2.0 Handling a Notification
Click on the inquiry to open the case. The following functions are available to you as the responsible case handler:
- Communicate with notifier
- Invite co-caseworkers
- Create document
- Select category for the case
- Close the case
The responsible case handler has access to 5 different tabs:
- The notification
- Case handling
- Log
- Communication
- Activity log
2.1 The Notification

Under the notification tab, you will find the information submitted by the notifier. If the notifier has uploaded an attachment, you will find it at the bottom.
Both notifier and case handler can upload files by clicking on “Upload new file” and selecting the relevant files. There are no limits on size or number of files, but the file format must be gif, jpg, png, doc, docx, or txt.
The notifier can see everything uploaded in this tab. All text boxes can be resized by clicking and dragging the corner with the mouse (in Chrome, Firefox, and the latest version of Edge).
2.1.1 Communication with Notifier
In the dialogue function on the left side, you can communicate with the notifier. The notifier will receive an email that the case handler has sent a message and will be asked to log into the portal to read it.

2.1.2 Receiving New Notifications in the Portal
When a new report is submitted in the portal, you as the case handler will automatically receive an email notifying you that a new case has been registered.
The email contains information about the case and a link to the portal, allowing you to easily log in and continue processing the report.

2.2 Case Handling

In the case handling tab you can:
- Invite co-caseworkers
- Invite read-only users
- Select category for the notification
- Create case documents
- Request to close the case (administrator must approve)
2.2.1 Invite Co-caseworkers
To invite a co-caseworker, click the “Co-caseworkers” button and select the relevant case handler from the list.

2.2.2 Can’t Find the Case Handler You Want to Invite?
If the person you want to invite is not on the list, you can send a direct invitation. The person will get access to the notification and be created as a case handler.
You can remove access at any time after sending a direct invitation by clicking the “Remove from case” button.

2.3 Select Category for the Notification

To select a category for the notification, click the “Set category” button.
A dropdown menu will appear where you can select the relevant category.
- If several fit, choose the best match.
- If none fit, choose “Other” and write a short description in the comment field.
- To remove a category, choose the bottom option in the list: (None).
2.4 Create Document (Case Document)

You can create documents to be used in case handling.

When you click “New document” under “Case documents”, you can choose one of the pre-filled templates or create a new blank document.

Here is the template “Checklist for case processing” as a demonstration:

When the document is completed, click “Save document”. The document will then be visible under “Case documents”.
Documents will be visible to co-caseworkers, administrators, and any invited read-only users.

At the bottom of the page, you can upload your own documents.
Click the “Upload new files” button to add documents, and the files you upload will be available under.
2.5 Communication with Co-Caseworker
Under the case handling tab, you have the option to communicate with co-caseworker and administrators.

2.6 Finish Case

When the case is completed, you can click “Finish case”.
You must then select a reason code from the dropdown menu, and the administrator will be notified that the case is requested to be closed.
2.7 Log
In the log function, you can enter various activities in the case handling process.
The activities are listed by date, providing an overview of the case handling.
To register a new activity, click “New row”, select the date of the event, fill in information about the activity, and click save.

2.8 Communication

In this tab, you can communicate with parties relevant to the case.

Click “Create new dialogue” and provide a title for the dialogue.

The dialogue is saved on the right side under “My dialogues”.

Click “Invite in”. Enter the contact information of the person you want to invite, and click “Provide access”.
3.0 Activity Log
The activity log shows the sequence of events related to the notification. Each entry is recorded with date and time.
In the activity log you may see, for example:
- When the notification has been opened, and by whom
- When a co-caseworker has been invited
- When a responsible case handler has been assigned
- When a notification has been dismissed
- When a notification has been closed

4.0 Register a New Case
If you learn about a notification case through a verbal meeting or similar, you as the case handler can register the case in the portal.
This function is found under “Case overview” in the inbox. Then click “Register new case”. The notification form will then be available, and you can fill in information about the notification.

In the form, you have the possibility to fill in personal information if the notifier wishes.Then continue by completing the rest of the notification form and submitting the case.
