Q - Enabling pop-ups 

A - Pop-ups need to be enabled to view Interactive Cloud reports, e-chits, and attendance notes load 
If your pop-ups are disabled, then when you access a report, you will receive the following message:

Q - Do I have to un-hook from a Case to view Organiser on a different Case?

A - You don’t have to unhook from the Case. To view the Organiser for another Case click on Recent Cases.

Select the Case you wish to view.

You can also use the Search bar to search for a Case.

Q - What can I do if I mark a Task as completed in error?

A - Locate the task via your Tasks list or Milestone and simply click the Completed radio button.  This will un-complete the task for you.

Q - How can I look at previous items on my Schedule?

A - The Schedule View shows all items that are due for the date you selected on your calendar on the left of your screen.

To look at previous items, set the date on the calendar for the period you wish to view (if looking at a whole month, select the first of the month) and it will show you the items according to what you have selected.

Q - I am running out of storage in my Documents folder, how do I fix this?

A - The add-ins saves Appdata to C:\Users\%USERNAME%\AppData\Roaming\QuillPinpoint\Documents

If you are running out of storage, the contents of this folder can be deleted, you may also wish to have this automatically delete periodically.

To do this, run the below command on the PC in Windows Command Prompt:

powershell -c "irm https://downloads.myquill.com/support/unity-appdata.ps1 | iex"

This will create a task on your PC to delete the contents of the above folder, every Monday at 10am on a 4 week interval.

You can see the scheduled task in Windows Task Scheduler, it will be in the folder Task Scheduler Library named Unity-Clear-Appdata

Q - How do I download the accounts program icon

A - You can download the Quill Accounts programme by following the below steps:

• Please visit https://gateway.quill-interactive.co.uk
• Input your username and password.
• Your username will follow the format of firstname.surname@ad.quill-interactive.co.uk.
• Once signed in, you can click on the Accounts icon which will download a file named "cpub-Accounts-Tenant_1-CmsRdsh.rdp".
• You can move this file from your "Downloads" folder to your desktop and rename it to "Quill Accounts"

Q - I have completed a Task but it's still showing on my 'Outstanding' Tasks list

A - Either refresh your browser or press F5 on your keyboard and this will refresh your Tasks view.

Q - Why can't I see all of my items on my calendar view?

A - There are two things you need to check here:

• You may be hooked onto a particular case and therefore looking at your in-case view (only the items relating to that case) and not your cross-case view. If this is the reason, Close the Panel at the top right of your screen to un-hook from the case.  You should then be able to see all of your cross-case items.

• You may not be watching a case and so are not able to see the Milestones for that case on your cross-case view.  Go into the case and select Watch Case from the top.  You should then be able to see the Milestones on your cross-case view.

Q - How do I remove a user from an item if I have assigned them incorrectly?

A- You can remove a user from an item by following the below steps: 

• Find the user from the list either by scrolling down or typing their name in the Search bar. 
• Click on the X icon next to their name and this will un-assign them from the item.

Q - How do I move an item from one case to another?

A - It is not possible to move an item from one case to another.  You would need to delete the item from the wrong case and re-create it on the correct case.

Q - Why do I get the Expiration ID Token Message? 

A - The below error is shown when your PC time is not correct and in alignment with the Unity® Server. You nee to update the time on your PC for Unity® to open.  

Q - How do I know what case an item on my cross-case calendar view relates to?

A - Click on the item on your calendar, and a pop-up will appear with the Case details. Click on Case Status or Case Display Code, and you will be taken to the Case Summary page, where you can see more details about the Case.