What’s New in Case Master Version 10.2
Release Date:  July 2001

Case Master Palm Application

• The Case Master Version 10.2 release includes STI’s new Case Master Palm Application software which provides two-way synchronization capabilities between Case Master and handheld computers such as Palm Inc.’s Palm™ handhelds or the Handspring Visor. This software is provided with Case Master at no additional charge. When Case Master is installed, you will be asked if you want to install the Case Master Palm Application (provided the Palm Desktop software is installed on your workstation). Documentation for the Case Master Palm Application is provided in a PDF file that can be installed when selecting the “Install Documentation” menu option from the CD browser. Additionally, select the “Modify” option if you have already installed other STI documentation.
• Ability to add, change and browse calendar information for your User ID.
• Ability to browse Calendar information for all users or users associated with a specific case.
• Ability to add and browse Related Party information.
• Ability to browse Case, Timekeeper, Calendar Code and Category Information.

System File Changes

• Implemented a new utility program that checks if the installed Case Master has the most current system file definitions. This utility can automatically implement changes to protected items as well as add new indexes and files to existing Case Master data sets.  This utility program will automatically implement the following system file changes for this update:
  Calendar File: Increased the description field from 49 characters to 128 characters.
  Journal File: Added a new index to support the Visual Timer Display for all timer records in the Journal File.
  Journal File:  Increased the To/From field from 50 characters to 80 characters.
  Case File:  Added an index with Area of Practice as the first sort to take advantage of enhanced Case File lookups.

Visual Timer Display

• This new program shows all timer records in a visual grid similar to the Daily Calendar thereby allowing you to easily see where overlapping timer records appear as well as gaps for undocumented time.

Multi-User Functionality

• Improved multi-user functionality by reducing the number of programs that require exclusive access to the software. Notable changes include:
  The Data File Integrity Check no longer requires exclusive access.
  The STI System Configuration program can be used at the same time as other software.

Calendar

• The Calendar program has been enhanced to provide dramatic speed improvements. The Calendar cache is now “read on demand” for improved performance and faster startup times. You no longer need to specify the number of months to be stored in the cache.
• Added a Monthly Calendar program.
• Added the ability to display task calendar records on the Event Calendar.
• Added the ability to display Reminders on the Event Calendar.
• Added support for all-day events.
• Added a non-scrollable banner area called the All-Day Activities area that includes reminders, tasks, all-day events and holidays. You can drag a task from this banner area to the Event Calendar which will automatically convert the record from a task to an event. You can configure the number of rows in the All-Day Activities area.
• Added the ability to specify whether am/pm is displayed following time fields shown on the Event Calendar. (Previously, this feature was only available in the Weekly Calendar.)
• Enhanced keystroke maneuverability. All keystrokes work the same in all calendars.
  Home:  Go to Today
  Ctrl+Right-Arrow and Ctrl+Left-Arrow:  Go to next/previous month
  Ctrl+PgUp and Ctrl+PgDn:  Go to next/previous year
  Ctrl+Home and Ctrl+End: Go to top/end of Work Day
• Added the ability to highlight a range of time on the Daily Calendar and press the Insert key or click the Add button to easily create a new calendar record for that block of time. 
• Added the ability to exclude weekends from the Weekly Calendar. If weekends are included, added the option to compress the weekends into a single column.
• The fields displayed for the Weekly Calendar are now the same as the Daily Calendar. (Previously, Event Calendar records displayed in the Weekly Calendar were always displayed with the start time first.)
• Changed the pointers when resizing or moving events in the Event Calendar.
• The Day of the Week font and the Event Description font are now controlled by the same font dialog box. Previously, you had to change each font separately.
• Some Calendar Properties were removed including the ability to specify the grid line style or color, the ability to change the background colors for Work Time and Off Time, and the ability to resize the time intervals.

Calendar Plan Templates

• Added the ability to assign multiple users and groups to Calendar Plan Template items. They can be assigned when defining the template and/or when processing the template.  

Graphical Calendar Report

• Modified the Graphical Calendar Report to look like the new calendar.
• Moved the Task List under the Event Calendar so more of the descriptions are shown.

Conflict of Interest Report & Contact Search Report

• Added the Case Name and Work Description to the Conflict of Interest Report (when applicable).
• Added the Related Party Key field to the Conflict of Interest Report (when applicable).
• All settings in the Conflict Search and Contact Search dialogs are saved as defaults for subsequent searches.

Case Lookup Window

• Improved performance of case lookup when adding records to Area of Practice Files via the File|Open|All Other Files menus by taking advantage of the new Case File index with Area of Practice as the first sort order.

WORLDOX Integration

• Added a section to the WORLDOX’s wduser.ini file that allows documents to be categorized in the favorites file listing. Documents will now appear in the CaseMaster category in the favorites file list.

Reports

• Included two new report definitions:
  Case Notes Report (CASENOTE.RW):  This report prints all Case Notes journal records for selected cases.
  Daily Timer Log (DAILYTMR.RW):  This report prints a list of all timer records by day with a daily total.
• Modified the layout of the Related Party Usage Reports to include the Description field if the occurrence is in a Journal or Calendar record.

Data File Integrity Check

• Added a “Read Only” option that lets the program be run while other users are working in Case Master.
• Error 10’s are no longer changed to question marks (even if run without the “Read Only” option).
• Additional error checking is performed.

Startup Parameters

• Added a startup option to automatically display the Monthly Calendar when Case Master is started.

Help | About Case Master

• Now shows the File Version ID which indicates the version of the System Files.

Miscellaneous

• When deleting a record, the “Are you sure?” message now always defaults to “No”.

cm10\What’s New in CMv10_2.vp\07302001