Using Case Tracker
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      1. Case Tracker Knowledge Base
      2. Using Case Tracker

      Placeholder Tags Cheat Sheet

      Placeholder tags allow you to insert personalized and dynamic information into your case documents and correspondence. This article lists all the tags that are available.

      Place your cursor where you want the placeholder tag to appear, then click Add Placeholder on the editor toolbar to insert the tag into your case document or correspondence. The tag will be replaced with personalized content for your recipients. 

      The following list outlines all the tags that are available. 

      Note: Placeholder tags are case sensitive. 

      Personalization 

      Use these placeholder tags to insert content stored in the corresponding Case Tracker field such as names and contact information for your institution, complainants, respondents, case managers, advisors, or other receivers of your documents or correspondence. 

         

      Group 

      Placeholder tag 

      What it does 

      General 

      {{date}} 

      Displays the date that the document is created or the date that the correspondence is sent 

      Institution 

      {{institution.name}} 

      Inserts the institution’s name 

      Campus Information 

      {{campus.name}} 

      Inserts the campus’s name 

      Campus Information 

      {{campus.email}} 

      Inserts the campus’s email address 

      Campus Information 

      {{campus.phone}} 

      Inserts the campus’s phone number 

      Campus Information 

      {{campus.address}} 

      Inserts the campus’s address 

      Creator/Sender 

      {{creator.firstName}} 

      Inserts the sender’s first name 

      Creator/Sender 

      {{creator.lastName}} 

      Inserts the sender’s last name 

      Creator/Sender 

      {{creator.title}} 

      Inserts the sender’s title 

      Creator/Sender 

      {{creator.email}} 

      Inserts the sender’s email address 

      Creator/Sender 

      {{creator.address}} 

      Inserts the sender’s address 

      Creator/Sender 

      {{creator.phone}} 

      Inserts the sender’s phone number 

      Receiver 

      {{receiver.id}} 

      Inserts the receiver’s ID 

      Receiver 

      {{receiver.firstName}} 

      Inserts the receiver’s first name 

      Receiver 

      {{receiver.lastName}} 

      Inserts the receiver’s last name 

      Receiver 

      {{receiver.email}} 

      Inserts the receiver’s email address 

      Receiver 

      {{receiver.phone}} 

      Inserts the receiver’s phone number 

      Receiver 

      {{receiver.address}} 

      Inserts the receiver’s address 

      Receiver 

      {{receiver.pronoun}} 

      Inserts the receiver’s pronouns, if available 

      Receiver 

      {{receiver.title}} 

      Inserts the receiver’s professional title 

      Receiver 

      {{receiver.department}} 

      Inserts the receiver’s department 

      Receiver 

      {{receiver.dateOfBirth}} 

      Inserts the receiver’s date of birth 

      Receiver 

      {{receiver.gender}} 

      Inserts the receiver’s gender 

      Receiver 

      {{receiver.race}} 

      Inserts the receiver’s race/ethnicity 

      Receiver 

      {{receiver.nationalOrigin}} 

      Inserts the receiver’s national origin 

      Case Information 

      Use these placeholder tags to insert case information stored in the corresponding Case Tracker field including incident and violation information, supportive measures, interim measures, and accommodations.  

      Case 

      {{caseType}} 

      Inserts the case type, if available.  

      Case 

      {{trackerId}} 

      Inserts the Case Tracker ID number 

      Case 

      {{synopsis}} 

      Inserts the case synopsis 

      Case 

      {{remedy}} 

      Inserts the case remedy 

      Case 

      {{sanction}} 

      Inserts the case sanctions 

      Insert Lists Using Start and End Tags 

      To display lists of information, start and end tags must be inserted before and after the placeholder tags.   

      List tags are denoted in the Placeholder Menu with an asterisk (*). The placeholder tags that are displayed below a list tag can only be used with that list tag. One or all of the placeholder tags displayed below a list tag can be added to the list.   

      When you select a list tag, the corresponding start and end tags will be inserted into the document. Start tags begin with a hashtag (#) and end tags begin with a forward slash (/).  

      To add a field to your list, place your cursor between the start and end tags then insert one or more of the associated placeholder tags displayed below the list tag. 

      For example, to insert a list of incident details, first you would enter the Incidents* list tag. Then, place your cursor in between the start and end tags to insert the placeholder tag. Your list would be entered like this: 


      {{#incidents}}  

         - {{incident.title}} 

         - {{incident.location}} 

         - {{incident.time}}  

         - {{incident.date}} 

      {{/incidents}} 

      Learn more about Using Placeholder Tags 

      Managers* 

      {{#managers}} {{/managers}} 

      The start and end tags to create a list of case manager information 

      Managers 

      {{manager.firstName}} 

      Inserts the case manager’s first name, when placed within the manager start and end tags 

      Managers 

      {{manager.lastName}} 

      Inserts the case manager’s last name, when placed within the Manager* start and end tags 

      Managers 

      {{manager.title}} 

      Inserts the case manager’s professional title, when placed within the Manager* start and end tags 

      Managers 

      {{manager.email}} 

      Inserts the case manager’s email address, when placed within the Manager* start and end tags 

      Managers 

      {{manager.phone}} 

      Inserts the case manager’s phone number, when placed within the Manager* start and end tags 

      Managers 

      {{manager.address}} 

      Inserts the case manager’s address, when placed within the Manager* start and end tags 

      Complainants* 

      {{#complainants}} {{/complainants}} 

      The start and end tags to create a list of complainant information 

      Complainants 

      {{complainant.firstName}} 

      Inserts the complainant’s first name, when placed within the Complainant* start and end tags 

      Complainants 

      {{complainant.lastName}} 

      Inserts the complainant’s last name, when placed within the Complainant* start and end tags 

      Complainants 

      {{complainant.type}} 

      Inserts the complainant type, when placed within the Complainant* start and end tags 

      Complainants 

      {{complainant.department.name}} 

      Inserts the complainant’s department, if available, when placed within the Complainant* start and end tags 

      Respondents* 

      {{#respondents}} {{/respondents}} 

      The start and end tags to create a list of respondent information 

      Respondent 

      {{respondent.firstName}} 

      Inserts the respondent’s first name, when placed within the Respondents* start and end tags 

      Respondent 

      {{respondent.lastName}} 

      Inserts the respondent’s last name, when placed within the Respondents* start and end tags 

      Respondent 

      {{respondent.type}} 

      Inserts the respondent type, if available, when placed within the Respondents* start and end tags 

      Respondent 

      {{respondent.department.name}} 

      Inserts the respondent’s department, if available, when placed within the Respondents* start and end tags 

      Complainants: Interim Measures* 

      {{#complainant.interimMeasures}} {{/complainant.interimMeasures}} 

      The start and end tags to create a list of interim measures assigned to the complainant(s) 

      Respondents: Interim Measures* 

      {{#respondent.interimMeasures}} {{/respondent.interimMeasures}} 

      The start and end tags to create a list of interim measures assigned to the respondent(s) 

      Interim Measure 

      {{interimMeasure.effectiveDate}} 

      Inserts the date that the interim measure becomes effective, when placed within the Complainants Interim Measures* or the Respondents Interim Measures* start and end tags 

      Interim Measure 

      {{interimMeasure.completedDate}} 

      Inserts the completion date of the interim measure, when placed within the Complainants Interim Measures* or the Respondents Interim Measures* start and end tags  

      Complainants: Supportive Measures* 

      {{#complainant.supportiveMeasures}} {{/complainant.supportiveMeasures}} 

      The start and end tags to create a list of supportive measures assigned to the complainant(s) 

      Respondents: Supportive Measures* 

      {{#respondent.supportiveMeasures}} {{/respondent.supportiveMeasures}} 

      The start and end tags to create a list of supportive measures assigned to the respondent(s) 

      Supportive Measure 

      {{supportiveMeasure.title}} 

      Inserts the title of the supportive measure, when placed within the Complainants Supportive Measures* or the Respondents Supportive Measures* start and end tags  

      Supportive Measure 

      {{supportiveMeasure.description}} 

      Inserts the description of the supportive measure, when placed within the Complainants Supportive Measures* or the Respondents Supportive Measures* start and end tags  

      Supportive Measure 

      {{supportiveMeasure.effectiveDate}} 

      Inserts the date that the supportive measure becomes effective, when placed within the Complainants Supportive Measures* or the Respondents Supportive Measures* start and end tags 

      Supportive Measure 

      {{supportiveMeasure.completedDate}} 

      Inserts the completion date of the supportive measure, when placed within the Complainants Supportive Measures* or the Respondents Supportive Measures* start and end tags  

      Complainants: Accommodations* 

      {{#complainant.accommodations}} {{/complainant.accommodations}} 

      The start and end tags to create a list of accommodations assigned to the complainant(s) 

      Respondents: Accommodations* 

      {{#respondent.accommodations}} {{/respondent.accommodations}} 

      The start and end tags to create a list of accommodations assigned to the respondent(s) 

      Accommodation 

      {{accommodation.title}} 

      Inserts the title of the accommodation, when placed within the Complainants Accommodations* or the Respondents Accommodations* start and end tags 

      Accommodation 

      {{accommodation.description}} 

      Inserts the description of the accommodation, when placed within the Complainants Accommodations* or the Respondents Accommodations* start and end tags  

      Complainants: Advisors* 

      {{#complainant.advisors}} {{/complainant.advisors}} 

      The start and end tags to create a list of advisors assigned to the complainant(s) 

      Respondent: Advisors* 

      {{#respondent.advisors}} {{/respondent.advisors}} 

      The start and end tags to create a list of advisors assigned to the respondent(s) 

      Advisor 

      {{advisor.firstName}} 

      Inserts the advisor’s first name, when placed within the Complainants Advisors* or the Respondents Advisors* start and end tags 

      Advisor 

      {{advisor.lastName}} 

      Inserts the advisor’s last name, when placed within the Complainants Advisors* or the Respondents Advisors* start and end tags 

      Incidents* 

      {{#incidents}} {{/incidents}} 

      The start and end tags to create a list of incident information 

      Incident 

      {{incident.title}} 

      Inserts the title of the incident, when placed within the Incidents* start and end tags  

      Incident 

      {{incident.location}} 

      Inserts incident location, when placed within the Incidents* start and end tags  

      Incident 

      {{incident.time}} 

      Inserts the incident time, when placed within the Incidents* start and end tags 

      Incident 

      {{incident.date}} 

      Inserts the incident date, when placed within the Incidents* start and end tags 

      Incident 

      {{incident.address}} 

      Inserts the incident address 

      Incident: Findings* 

      {{#incident.findings}} {{/incident.findings}} 

      The start and end tags to create a list of findings 

      Finding 

      {{finding.name}} 

      Inserts the finding name, when placed within the Incident: Findings* start and end tags 

      Incident: Appeals* 

      {{#incident.appeals}} {{/incident.appeals}} 

      The start and end tags to create a list of appeal information 

      Appeal 

      {{appeal.name}} 

      Inserts the appeal name, when placed within the Incident: Appeals* start and end tags 

      Incident: Policies* 

      {{#incident.policies}} {{/incident.policies}} 

      The start and end tags to create a list of relevant policy information  

      Policy 

      {{policy.title}} 

      Inserts the policy title, when placed within the Incident: Policies* start and end tags 

      Incident: Violations* 

      {{#incident.violations}} {{/incident.violations}} 

      The start and end tags to create a list of violation information 

      Violation 

      {{violation.title}} 

      Inserts the violation title, when placed within the Incident: Violations* start and end tags 

      Violation 

      {{violation.definition}} 

      Inserts the violation definition, when placed within the Incident: Violations * start and end tags