Case Management  OSIS Basics

An explanation of the Predictive Dialer application (Automated OSIS call to Customers)

Instructions on how to use the CLOW screen to update the office and/or worker.

Using ADA/ADU screens to update attorney information

Linked listing of important OSIS screens

The OSIS Screen Books are a valuable resource, but difficult to find. Here are two ways to get to them.

Up-to-date listing of frequently (and not so frequently) used OSIS transactions and reports, grouped by subject area.

Overview of OSIS screens that are to be updated while working a case along with data fields and data codes.

Learn how to use the Reflection program interface with OSIS. This article includes downloadable information sheets.

Official chart of action worklist messages

Guidelines for logging customer activity with the Case Log