Welcome to CaseWorks Training Solutions. We provide a selection of training packages for CaseWorks and CaseWorksEX so that you can choose the level and type of training that fits your company’s needs.
Our training packages are designed to meet the specific needs of your company, external council, and contract employees. If the training you require is not listed, please contact us and we will create a course to meet the specific requirements of your company.
We also offer additional services to assist you in managing your cases more efficiently and to help you utilize CaseWorks in the most productive way. We can provide documentation for each role group covering their individual responsibilities in the processes of responding to data requests and drafting testimonies. All documentation and services will be specific to your company business processes.

Basic Training
This is a 1 day course designed to teach the ‘basics’ of CaseWorks to all user roles. We will cover the definition and responsibilities of each role. In this course, you will be provided an overview of the CaseWorks program and how it can be used to handle Data Requests and Proceedings.
Training will be limited to the basics of CaseWorks.
- Adding and routing of Proceedings
- Adding, routing, and submission of Data Requests and responses
- Loading and editing documents
For our current customers that are upgrading to a new version, we will also cover the changes between the versions.
Course Content:
Basic Training (PDF)

Standard Training
This is a 2 day course that includes a full day of training for all users and a second day of training for Case Coordinators. This will include the same information as in the Basic Training Course; however it will be more in-depth for both users and Case Coordinators. It will provide both with the minimal information required to utilize CaseWorks.
Course Content:
Standard Training (PDF)

CaseWorks Segmented Training
This is a series of four (4) classes created to provide the basics of CaseWorks at the Role Group level. The classes included are:
- Point Persons
- Drafters
- Department Reviewers
- Final Reviewers
Classes may be selected individually or combined, such as providing a single class for Department and Final Reviewers.
Course Content:
Segmented Training for Point Persons
Segmented Training for Drafters
Segmented Training for Reviewers

Case Coordinator Training
Case Coordinator training is designed to provide Case Coordinators with everything they will need to utilize CaseWorks to the fullest and assist their users in doing the same. This class will include the Standard Training, addressing each section in more detail. It will also delve into managing valid values and address the specific concerns of the Case Coordinators in your company.
Course Content:
Case Coordinator Training (PDF)

CaseWorks External Training
CaseWorks External is a separate database intended for the use of staff and interveners. Parties that have access to confidential information may see all confidential Data Request Responses to all requestors or to specific requestors. Access is provided at the Case/Requestor level. You may also provide them with access to non-confidential responses for all requestors or individual requestors.. This class will provide everything you need to utilize CaseWorks External including reporting features.
Course Content:
CaseWorks External Training (PDF)

Custom Training
Custom Training will be designed through collaboration with your employees. We will supply agendas for your review and draft CaseWorks instructions specific to your business policies.
Please contact us to learn more about this training option.

Targeted Training
This package is designed to provide Customized training to external users or company employees that require individual training. Our clients have found that individual instruction can be invaluable for outside council and contractors. They also use this method to train off-site employees.
The courses will be very similar to segmented training and modified as required for each type of user.

SharePoint Training
This is a high level training class designed for Case Coordinators and Administrators of CaseWorks. It will cover adding and modifying Share Point (SP) web parts.
We will also discuss how CaseWorks and SP user permissions interrelate.
Course Content:
SharePoint