TCMS.Net helps manage Bankruptcy cases.
When you first login to the application you will see the Home screen which can be customized to display the information that is important to you. On the left side of the screen you will see the main navigation bar. The navigation bar on the left side of the Home page provides access to cases, claims, assets, documents, reports ,etc. When you click on an item on this bar it will expand to provide access to specific screens and/or predefined queries. For example, when you click on ‘Cases’ it expands to display some predefined queries such as ‘Open Asset Cases’ or ‘Open No Asset Cases’. Click one of these to view the Case List screen and execute that query to display the resulting case list.
Terminology – when we use terms such as ‘the All Documents Screen’ we are referring to the Document screen accessed from the Navigation bar on the left. The ‘All’ Screens provide you with access to data, system wide including all cases, documents, claims, assets, reports, people, and more. When we use the term ‘Case Documents’ we are referring to the screen that is accessed from a specific case.
Trustee Filter – at the top left of the navigation bar you will see a Trustee Filter. This displays a pick list of all Trustees setup in your TCMS Office. This may include several ‘Trustee’ values for the same person, simply to separate your data for reporting purposes such as Trustee Smith – Ch 7, Trustee Smith, Receivership, etc. If desired you can leave this filter set to ‘All Trustees’.
This filter affects the data that you see throughout the application, such as the case list, banking, etc.
The menus at the top of each screen provide access to the actions that can performed on that screen, for example, add new, delete, etc.
Also, you can use the mouse to RIGHT CLICK in the grids as a shortcut to access the menu items.
Search – at the top right of most screens you will see a search option. This search field provides access to Quick Search, Advanced Search and Predefined queries.
Quick Search – just type into the field and press the search icon. For example on the case list screen type part of a case name or number and search. On the All Documents screen type a word or phrase to search on.
Advanced Search – in the search field click the down arrow and then click on the Advanced Search hyperlink at the bottom of the list. The advanced search option allows you to locate specific data using multiple search criteria. For example, on the Case Claims Screen.
Predefined Queries – most search fields also include a list of predefined queries to provide you with easy access to specific subsets of data. For example, on the Case list screen, you can select a query to view Open No Asset Cases that have been open longer than 45 day past the 341 examination date, or Open Asset Cases, etc.
Click the ‘Advanced Search’ link to expose the advanced search interface. When you are done using advanced search, just click the ‘Advanced Search’ link in the query list again to hide it.
User preferences and customization options - From the Home screen click on the File Menu to access menu items to change the font style, size, theme, and to activate the optional ‘Classic’ case view.
Themes - Changing the theme can modify the entire look and feel of the application. For case list screen, query to display a list of cases, and change the theme from Modern to Modern light – the appearance of the expandable grid is much different.
In addition to the themes there is an option to ‘Use Classic Case View’. This option works with either of the themes (Modern or Modern Light). The Classic Case view changes the way the case screens are displayed, using a more traditional and simplified layout. Try both options and activate the view that works best for you.
Font and font size – depending on your monitor settings and size you may prefer a larger or smaller font.
Options Menu – this is the central access point to setting your preferences, default values, maintaining your lists of values displayed in picklists, and more.