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dh|a Origo
External Portal
User Guide

dh|a origo

The External portal provides access to Origo, the comprehensive case management solution designed to handle brand protection cases. In Origo, you can register and monitor all cases, assign tasks, check status and make prioritization of urgent cases and deadlines for planned activities.

Table of contents

1. New User Account

1.1 Log In

1.2 How to reset your password

3.1 Add Case origin to a new case

3.2 Add General information to a new case

3.3 Add Product to a new case

3.4 Add Product information to a new case

3.5 Add Party to a new case

3.6 Add a new Party manually

3.7 Add a new Party manually: matching results

3.8 Add Party connections

3.9 Additional info

4. Case acceptance

4.1 Request more info

4.2 Reject case

5. Access of Cases

6. “Registered” tab

6.1 Access a case in the “Registered” tab

7. “To be Accepted” tab

7.1 Access a case in the “To be Accepted” tab

8. “In Progress” tab

8.1 Access a case in the “In Progress” tab

9. “Completed” tab

9.1 Access a case in the “Completed” tab

10. Define your own Work areas

11. Editing a case - General Case Information

12. Navigation within a case

13. Add Parties to a Case

13.1 Remove a Party from a case

13.2 Update Parties information in a case

14. Add Products to a Case

14.1 Remove a Product from a Case

14.2 Update Product information in a Case

15. Identification of a product in a case

15.1 Bulk Identification

16. Add a Test purchase to a case

16.1 Bulk Test purchase

17. Create case connections

18. Add Case Results

19. Add a Quick note to a Case

20. Add Attachments inside a Case

20.1 Add Attachments to a Case

20.2 Add Attachments to a Party

20.3 Add Attachments to a Product

21. Create and print a Case report

22. Add a Task to a Case

22.1 Complete a Task from Dashboard

22.2 Complete a Task in a Case

22.3 Edit/Delete a Task

23. Communication within a Case

24. Personal settings

25. Help

1. New User Account

A username (email address) and an initial password will be provided to each new user. To activate a new user account, an invitation will be sent to your email address with an activation link. Click the link to activate the account.

1.1 Log In

Go to https://casemate.io

Log in with your provided username and password.

1.2 How to reset your password

1. Click "Forgot your password?" in the login page.

2. Provide your username/email address.

3. An email will be automatically sent to your email address, where there is a link to reset password.

4. Click the link and follow the steps to reset your password.

2. Dashboard

In the top navigation bar you find “Dashboard”.

The “dashboard” filters data on the user that is logged in with that user's access levels.

2.1 Tasks

1. Lists all tasks that are assigned to the user.

2. Show days remaining or days past due until the deadline on task.

3. All tasks are clickable.

4. The user can choose to set the task to Done or Hide.

5. Press the three (3) dots in the top right corner to choose Done or Hide.

2.2 Calendar

1. Calendar view of tasks.

2. Filled red circle indicates Case deadline.

3. Red circle indicates Case task deadline.

4. Hover over the function to see the case number and the link to the case/task. If clicking on the link, the specific case/task will open up.

2.3 Work area

In Origo you can define your own Work area by applying multiple filter combinations, such as country, case type, etc., on the case list.

1. In the red card Work area you find direct links to your defined “Work areas”

2. Each user can set five (5) work areas per Case tab.

3. You can set your own Work area by choosing and saving your filters in the Case list. For instance, “Spain customs”.

*Instructions on how to save filters can be found in later paragraphs.

2.4 Task tracking

The blue Task tracking card helps you to keep track of tasks that you have assigned to someone else, such as a colleague or partner.

1. Lists the tasks that have been assigned and case number.

2. Shows days remaining until due, and past do tasks.

3. If you click a task it will direct you to the case and that task.

2.5 Communication

The Communication card updates you on information that has been added to a case where you are included in the Chat group.

1. Displays information that was added.

2. Shows the date when the information was added.

3. You can hide the message or leave the Chat group by using the buttons on the right side corner.

4. Press “Read more” to be able to see the full text.

5. Click on the link to be directed to the communication tab in that case.

3. Create a new case

To create a new case, press on the "Add case" button on the right side of the top navigation bar.

3.1 Add Case origin to a new case

A five step wizard will open up in a pop up window. The first one is mandatory and is for the user to choose the Case origin, then click "Next".

3.2 Add General information to a new case

The second step allows the user to fill in some basic information on the case. Please, note that some fields are mandatory, such as country, initiated date and branch, these are marked with a red star *.

1. Fill in as much information as you can provide. Note that if a mandatory field is not filled then you won't be able to move to the next page.

2. The drop down menus are predefined by the Brand.

3. If you have an internal reference number, please add it into the field “External Reference”

4. When done filling the Case basics, press “Next”.

5. If you need to change the Case origin, press “Previous”

6. If you at any time need to stop entering case information then press “Save draft” and a draft will be saved under the “Registered” tab on the Cases page. If you wish to continue adding information to that case, you can retrieve it from the "Registered" tab.

3.3 Add Product to a new case

1. In the third step of the Wizard you can add Products to the case.

2. The Product list can be filtered by Part number, Product name, Product category and List price (if existing) in the grid.

3. You can also search for the product by entering keywords. The list will get shorter according to the matches.

4. If you can not find the product search for Other or Unknown (apply to certain clients only).

5. When you have found the product, you can add it to the case by pressing the + icon in the first column of the grid.

6. You can view the chosen product on the top left corner.

7. If you need to delete a product you can press the - button. When you have added the products to the case, then press “Next”.

8. If you at any time need to stop entering case information then press “Save draft” and a draft will be saved under the “Registered” tab on the Cases page. If you wish to continue adding information to that case, you can retrieve it from the "Registered" tab.

9. You can also choose to press “Cancel” to stop editing and delete the case.

3.4 Add Product information to a new case

1. Add as much information as you can provide, such as Selling price, Quantity, Units (if applicable). Also add attachments and a Product description in the free text field. The more detailed information you add, the better for the Brand.

2. When done editing the Product press “Next”.

3. If you at any time need to stop entering case information then press “Save draft” and a draft will be saved under the “Registered” tab on the Cases page. If you wish to continue adding information to that case, you can retrieve it from the "Registered" tab.

4. You can also choose to press “Cancel” to stop editing and delete the case.

3.5 Add Party to a new case

1. In the fourth step of the Wizard you add Parties involved in this case.

3. Always start to search your library for existing parties. Type at least 3 letters in the search box (most foreign languages are supported). The list will get shorter according to the matches.

4. When you have found the Party, you can add it to the case by pressing the + icon in the first column of the grid.

5. You can view the chosen party in the top left corner.

6. To remove a Party press the - button.

7. When done adding the Product press “Next”.

8. If you at any time need to stop entering case information then press “Save draft” and a draft will be saved under the “Registered” tab on the Cases page. If you wish to continue adding information to that case, you can retrieve it from the "Registered" tab.

9. You can also choose to press “Cancel” to stop editing and delete the case.

3.6 Add a new Party manually

If you can’t find the Party you are looking for, you can always add a new party into the database.

1. Press “Add new manually”.

2. A new page will open up.

3. You can see that you are editing the party in RED “New party”.

4. Move from field to field and fill in as much information as possible.

5. Note that you can add multiple addresses, contacts, URL, phone numbers, emails etc.

6. When done adding the Party, press “Next”.

7. If you at any time need to stop entering case information then press “Save draft” and a draft will be saved under the “Registered” tab on the Cases page. If you wish to continue adding information to that case, you can retrieve it from the "Registered" tab.

8. You can also choose to press “Cancel” to stop editing and delete the case.

3.7 Add a new Party manually: matching results

When adding a new party into Origo we do a crosscheck to see if any of these values/data have been entered previously into the database:

1. Start adding information. Mandatory fields are marked with a red star*

2. Information entered in some fields, such as Party name or Street, can bring results if it matches data contained in any existing party in the Library. When finished adding info in these fields, just click outside the text box for system to show results.

If there is a match, this will be visible on the right hand side of the page:

- The matching data will show highlighted.

- If there are multiple matching parties, the ones with most matches will show first.

Note! In order to obtain results, the current rule is 100% match. This means that results will show on the right side only if the data entered on the left side matches 100%

3. If any of the matching parties happen to be the one you were looking for, you can press the button “Autofill the party”. By doing this, the information on the right side will be copied to the left side.

4. You can still add new party details, such as Alias, Location, Internet address, Contact and Attachments. This additional data will be included in the party library, without affecting the existing information.

5. When done adding the Party press “Next”.

6. If you at any time need to stop entering case information then press “Save draft” and a draft will be saved under the “Registered” tab on the Cases page. If you wish to continue adding information to that case, you can retrieve it from the "Registered" tab.

7. You can also choose to press “Cancel” to stop editing and delete the case.

3.8 Add Party connections

1. If you have added more than one Suspect or Neutral parties to the case, the Wizard will ask you if you wish to define how these parties are connected.

2. Hover over the party from which you would like to start the connection. A small circle will show on top of the party. Click on this circle and drag it to a different party to establish the connection. The parties will show linked with a line.

3. Choose how the parties are connected, from the options listed in the dropdown.

4. Multiple connections can be created by repeating the same step. If you need to remove a connection, do right click on it and press "Delete connection".

5. When done defining the connections, press “Next”.

6. If you at any time need to stop entering case information then press “Save draft” and a draft will be saved under the “Registered” tab on the Cases page. If you wish to continue adding information to that case, you can retrieve it from the "Registered" tab.

7. You can also choose to press “Cancel” to stop editing and delete the case.

3.9 Additional info

In the last step of the wizard you can add additional information about this case to the Brand.

1. What I need from the BP team

Here you can see and choose predefined tick boxes of actions.

2. Tags

You can add a tag to this case. This will make it easy for you and the Brand to search for the case in the case list.

3. Estimated cost

If you know the cost of your services, you can enter the amount in this field and select the currency.

4. Recommendations

This field is a free text field where you can add any additional important information to the BP team.

5. Attachments

Click + to browse files from your computer or drag and drop them directly to the grey box. You can select and add multiple files in one go.

6. Submit case

To send the case, press the Submit button located at the bottom of the wizard.

Your case is now submitted to the Brand and is saved in the “To be Accepted” tab.

4. Case acceptance

If your case is accepted by the Brand, you will receive an email notification with the case number.

Your case will move automatically to the “In Progress” tab.

You can open up your case and add additional information to the case.

4.1 Request more info

If the Brand requires more information about a case you will receive an email with the request and the case will be marked with a grey dot.

Use the link provided in the email or go directly to the “To be Accepted” tab in the External portal to open up the case and add the requested information.

Once done editing, submit the case again.

4.2 Reject case

If your case has been rejected, you will receive an email from the Brand with the reason why it was rejected.

Your case will automatically be moved to the “Completed” tab.

In the “Completed” tab you can see the status of your case, such as Rejected, Closed or Archived.

5. Access of Cases

In the top navigation bar you find “Cases”.

This is the page where you find all your cases.

There are 4 case tabs: Registered, To be accepted, In progress and Completed.

Registered

If a user is creating a case but would like to continue to add information later, the user can save the case as a draft.

To be accepted

Case suggestions to the Brand that you have sent from the External portal.

In progress

Here you can find cases that have been accepted/imported by the Brand from the “To be accepted” tab.

Completed

Cases that have been Closed, Archived or Rejected.

6. “Registered” tab

1. The tab works like an Excel where you can filter almost all columns by pressing the filter button in the desired column.

2. To clear a filter press the “Clear” button to the bottom right OR untick the red box to the bottom left.

3. You can search for keywords in the Search bar. Add at least 3 letters.

The search covers all visible fields in that tab.

6.1 Access a case in the “Registered” tab

1. Click on the case that you would like to continue editing.

2. The wizard will open and you can keep editing or adding information to the case.

7. “To be Accepted” tab

1. The tab works like an Excel where you can filter almost all columns by pressing the filter button in the desired column.

2. To clear a filter press the “Clear” button to the bottom right OR untick the red box to the bottom left.

3. You can search for keywords in the Search bar. Add at least 3 letters.

The search covers all visible fields in that tab.

4. If a case has a grey dot it means that the Brand is asking you for additional information about the case.

7.1 Access a case in the “To be Accepted” tab

1. You can only edit cases that have a grey dot, where the Brand is requesting more information.

2. Open the case that you would like to access by clicking on the it in the case list.

3. The Case Wizard will open and you can continue to follow the steps to add the requested information to that case.

8. “In Progress” tab

Under the “In Progress” tab you can find cases that have been accepted/imported by the Brand from the “To be accepted” tab.

1. The tab works like an Excel where you can filter almost all columns by pressing the Filter button in the desired column.

2. To clear a filter press the “Clear” button to the bottom right OR untick the red box to the bottom left.

3. You can search for keywords in the Search bar. Add at least 3 letters. The search covers all visible fields in that tab.

4. You can choose what columns are important to you and should show in the list. Press the Column button next to the Search field. Tick or untick boxes in the dropdown list depending on what columns you would like to see. This setting will be active as long as you are working in this tab.

8.1 Access a case in the “In Progress” tab

1. When a case has been accepted by the Brand, it will move to the “In Progress”tab.

2. The reporter of the case will get notified via an email.

3. Open the case that you would like to access by clicking on the it in the case list.

4. Use the Edit button to edit or add information to the General information.

5. Use the navigation bar (the tree (3) dots to the left), to go to the specific section where you would like to add information.

9. “Completed” tab

In the “Completed” tab you find cases that have been Closed, Archived or Rejected.

1. The tab works like an Excel where you can filter almost all columns by pressing the Filter button in the desired column.

2. To clear a filter press the “Clear” button to the bottom right OR untick the red box to the bottom left.

3. You can search for keywords in the Search bar. Add at least 3 letters. The search covers all visible fields in that tab.

9.1 Access a case in the “Completed” tab

1. Open the case that you would like to access by clicking on it in the case list.

2. To be able to edit or add any information to this case you need to change the status to “In Progress” in General information. The case will now move to the “In Progress” tab.

3. Now you can use the Edit button to edit or add information to the General information.

4. Use the navigation bar (the tree (3) dots to the left), to go to the specific section where you would like to add information.

Note! Don’t forget to change the status back to “Closed” or “Archived” for the case to move to the “Completed” tab.

10. Define your own Work areas

You can define your own Work area in each tab by saving preferred filters, for instance, "Spain Customs". In this way, a list of cases especially relevant for you will always be accessible in one click.

A user can save up to five (5) filters per tab.

1. Start by setting your filters. You can filter almost every column by clicking on the three line icon.

2. Once you have defined your filters, press on the "Save filter" button. Choose a name for your filter and click "Save".

3. Your saved filters will show on top of the Case list as tags. If you click on it, it will turn red and your filtered list of cases will be displayed. To deactivate it, just click on it again and the full list of cases will show up.

4. Remember that your defined Work areas are also accessible directly from your Dashboard, in the red card. Click on a Work area and you will be directed to the filtered case list in the specific tab.

11. Editing a case - General Case Information

1. Go to Cases.

2. In the case list, click the case you would like to update.

3. You can change some general information, such as Case name, Country, Origin, Status, etc. To edit these details, click on the pen button by General information, on the right side.

4. To add Tags, click on “+ Add” button. A dropdown with a list of the last tags used will be displayed. You can select any of these tags or add new ones by typing on the text field and pressing enter.

Multiple Tags can be added. To remove a Tag, click on the X button.

5. Click on each field that you would like to update. Do not forget to press “Save” when finished editing.

Note 1: Total quantity and Total Value, as shown in the General information panel, are total sums calculated by Origo, and thus not editable. To update a specific product’s quantity and value, go to Identification & Test purchase (see guide in later paragraphs).

Note 2: you can hide the “General information” panel by clicking on the arrow button.

12. Navigation within a case

1. To navigate from the “Case Info” page press the three (3) dots on your left hand side.

2. This will open up a navigation bar.

3. Click on the section you will like to be directed to.

13. Add Parties to a Case

1. Open a case from the Case list. This will take you to a page called “Case info”.

2. To add a Party to your case, press “Add party”.

3. A list with all the parties existing in the library will open up. Always start to search your library for existing parties. Type at least 3 letters in the searchfield to obtain results (most foreign languages are supported).

You can also use filters to shorten the list by clicking on the 3 lines on the right side of the columns.

4. You can add multiple parties. If you wish to remove any of them, use the - button.

5. If you cannot find a Party in the list, press “Add new manually".

Instructions on how to Add a new party manually can be found in the paragraphs 3.6 Add a new party manually and 3.7 Add a new Party manually: matching results

Note! If you add new information to a party in a case, this will automatically update this party in the library without affecting any existing information.

13.1 Remove a Party from a case

1. To remove a Party from a case, click on the three (3) dots in that Party in the “Case info” page.

2. A dropdown menu will show. Select the option “Delete”.

13.2 Update Parties information in a case

1. Open a case.

2. Go to “Case Info”.

3. Go to the Party you would like to update.

4. If clicking on the three (3) dots, you will be able to set/unset the party as primary, or edit the information on the selected Party.

5. Click the icon “eye” to view more information, including the address on a map .

Note: to add Alias, click on “+ Add” button. A text field will show for the user to start typing. Press enter and the Alias will show as a tag. Multiple Aliases can be added. To delete an Alias, click on the X button.

14. Add Products to a Case

1. Open a case.

2. Go to the “Case Info” page.

3. Click “+ Add product”.

4. A list of Products contained in the Library will open up. Type at least 3 letters in the search box to search for the product. Press “+” to add it to the case.

Note! If a Product doesn’t exist in Origo, you won’t be able to find it in the search results or Product library. A new Product cannot be created within a case. Instead, you need to go to the Product library page and add the new product. After that, you will be able to find the product and add it to the case.

5. The added product will show on the left side when you open up a product in the “Identification & Test purchase” page. Here you can look at pictures of the original product, find price information and the product description.

14.1 Remove a Product from a Case

1. Open a Case.

2. Go to “Identification & Test purchase” via the navigation bar.

3. To delete a product from the Case, use the trash can button.

14.2 Update Product information in a Case

1. Open a case.

2. From Case info page, go “Identification & Test purchase" by clicking on the specific product:

Or through the left navigation panel:

3. Choose the product you would like to edit. There are two ways to edit a product.

a. Directly in the grid:

Click on the pen to start editing the product.

If you need to delete a product from the list, use the trash can button.

Press the check mark to save the changes or the "X" to cancel.

b. By clicking on the Product:

If you click on the Product, it will open in a new page. The middle card contains the information related to the suspect product, such as selling price, quantity found, quantity seized, IP rights involved, description and files. These fields can be edited. Click on the pen icon to start editing.

Press “Save” after finishing editing.

Note! Value and Seized value are sums automatically calculated by Origo based on the product's price saved in the Library.

15. Identification of a product in a case

1. Open a case that is in “In progress” status. An Identification can be performed when there is at least one Product added to the case.

2. Go to “Identification & Test purchase” by using the Navigation bar.

3. Choose a product from the list to perfom an identification.

4. Click on that product.

5. The right card contains the information related to the identification of the product. To edit it, click on the pen icon.

6. Fill in necessary information, such as Inspector, Indicators, Inspection date, Conclusion etc.
7. ID Title is used to group Identifications together. To add a new ID title, enter the name. Once done editing, scroll down and click Save.

ID title can be used to filter the Product list and also to choose products that should be included/grouped in an Identification report.

8. Evidence No, is used if you have an inhouse archive where you need to store Evidence products.
9. Click “Save” when done with Identification.

Now a new identification has been added to the case. You can come back any time in future to further edit the identification.

Note! Cases without the correct case status or no products will NOT allow users to add any new identifications to the case.

15.1 Bulk Identification

1. Go to the Identification & Test purchase tab.

2. Select the products that you would like to Bulk identify by marking the checkbox.
3. Go to the top right hand side and click on “Select action”, choose Bulk identification in the dropdown list and press “Apply”.

4. A new pop up will appear, fill in your identification results and mandatory fields before pressing “Save”.

15.2 Create and print Identification report

1. Go to the “Identification & Test purchase” tab.
2. Select the products for the report by ticking the box.
3. In the top right corner click on the “Get report” button.

Note: when no product in the list is selected, the report will include all products in this case.

4. A report preview will open up.
5. The report can be downloaded as PDF, Excel, Word and Image.

6. If you need to make Personal information such as Reporter of case, Case owner etc Confidential, please change “Hide Personal Information” from No to YES and press “SUBMIT”.
7. The Identification report comes in English, Chinese and Swedish. Click on drop down and choose language and press “Submit”.

16. Add a Test purchase to a case

1. Open a Case.

2. Go to the “Case Info” page or to "Identification & Test purchase" via the navigation bar.

3. In “Case info”, click on the product and it will direct you to the Identification & Test purchase page for that specific product. The Test purchase card is located in the middle, under the Case product card. To add information, press the pen icon on the top right corner.

4. Fill in your Test purchase results. After finishing editing, press “Save”.

5. All the attachments added to the Test purchase will show in the preview gallery, under the Case product images. Every file will have a tag to indicate if it is a Case product or a Test purchase file.

If hovering over the file, it will show the file’s name, who uploaded it and when.

6. If you prefer, you can edit the Test purchase information directly on the grid. Press on the pen button to start editing the fields. Once done, click on the check icon.

16.1 Bulk Test purchase

1. Go to the Identification & Test purchase section.

2. Mark the products in the list that you would like to Bulk Test purchase by ticking the check box.

3. On the right hand side click on “Select action”, choose Test purchase from the dropdown list and press “Apply”.

4. A new pop up will appear, fill in your Test purchase results and press “Save”.

17. Create case connections

You can establish connections between cases. To do so:

1. Inside a case, click on the connection's button on top of the site.

2. A window will open showing the current case. Select the type of connection from the dropdown and add the case to be connected to in the last field. Click on "Add case connection" button.

3. You can connect the case to multiple cases by repeating the same process. If you need to remove any connection, just do right click on the line to be removed and select "Delete connection". Once finished, press Save.

4. After creating case connections, the button on top of the page will become red. If clicking on it, a window will open showing all the connections between the current case and others. If clicking on any of them, the selected case will open in a new tab.

Note: for instructions on how to establish connections between Parties, please, refer to 3.8 Add Party connections.

18. Add Case Results

Case Results are pre-defined in "Settings". Users are able to select predefined results for a case. More than one result can be added to one case.

1. Open a case.

2. In the General information section, scroll down to Case result.

3. Click “+ ”.

4. Select a result from the dropdown list for the case.

5. Add an effective date to this result.

6. Add comments in the free text field “Result notes”.

7. Press “Save”.

8. Case results added to a case can be further edited in future by clicking in the editing button.

9. A case result can be deleted by clicking on Edit button and then press the “Delete” button .

19. Add a Quick note to a Case

Quick notes can be used to add important information to a case.

1. The Quick note section is located under General information.

2. Press + to open and edit the “Quick note”.

3. Add a title and a free text note and press “SAVE”.

4. A user can add several Quick notes to a case.

5. To delete a note press the “Delete” button.

20. Add Attachments inside a Case

Attachments can be added in several locations inside a case: to the Case itself, to a Party or to a Product.

20.1 Add Attachments to a Case

1. Inside a case, scroll to the bottom of General information card.

2. Click + to browse files from your computer or drag and drop them directly to the grey box. You can select and add multiple files in one go.

20.2 Add Attachments to a Party

1. Inside a case, select a Party and click on the three (3) dots to start editing.

2. In the bottom of the pop up you can add Attachments. Click on "Save".

20.3 Add Attachments to a Product

1. Inside a case, go to Identification & Test purchase section. Click on one Product and then press on the edit button in the middle card.

2. Click + to browse files from your computer or drag and drop them directly to the grey box. You can select and add multiple files in one go.

3. You can also add Attachments to the product Identification card.

All attachments will be visible under the tab “Files” in your Navigation Bar.

Each file is tagged and shows who uploaded it and when.

21. Create and print a Case report

Case Report contains the General, Party and Product information in this case. To get a case report go to the tab “Case info”. The get report button is located on the top right over Party information.

1. Press the button and a pop-up will appear with the Case report preview.

2. The report can be downloaded as PDF, Excel, Word and Image.

4. If you need to make Personal information such as Reporter of case, Case owner etc to Confidential please change “Hide Personal Information” from No to YES and press “SUBMIT”.
5. The Case report can be downloaded in English, Chinese and Swedish. Click on the dropdown to choose your preferred language and press “Submit”.

22. Add a Task to a Case

You can assign “Tasks” to yourself, or any internal or external system users.

1. Use the navigation bar to the left and press “Task & Milestone”.

2. Use the “Add task” button.

3. A new window will appear.

4. Fill all mandatory fields marked with a red star *

5. When done adding information, press “Save”.

If you assign the task to someone else, this user will receive an email:

The email contains a link directly to the task in that specific case.
The assignee will also see this task in the Dashboard, red card.
When “Remind date” is set, an additional email will be sent out to the assignee.

22.1 Complete a Task from Dashboard

In your Dashboard, you will find the tasks assigned to you in the first card.

1. Click on a task. This will take you to the task in the specific case.

2. If you want to add more information or attachments to the Tasks, click on the 3 dots on the right and then "Edit". When done, press "Save".

3. If you want to set the Task directly to "Done", press the check icon on the left. The Tasks will then be striked through.

4. If assigner and assignee are different users, the assigner will receive an email to inform that the assignee completed the task.

You can also set the Task to done directly from the Dashboard. This Task will be striked through and disappear from the Dashboard after a few minutes. Clicking "Hide" instead, will make the task disappear from your Dashboard but it will not be marked as "Done".

22.2 Complete a Task in a Case

1. Open the case.

2. If you have a Task assigned to you there will be a Red notification on the top in Case info called “My tasks” showing you the amount of tasks.

3. Either press directly on the button OR use the left navigation bar to go to the Task & Milestone page.

4. Open the task and complete with filling in information.

5. Press “Save” when done.

6. The task is now completed and an email will be sent to the user that added the Task.

22.3 Edit/Delete a Task

You can edit or delete a task at any time by using the tree (3) dots in the Task.

23. Communication within a Case

There are 3 ways to communicate with colleagues and partners via the system: through the chat, by @ mentioning someone or by sending an email:

The chat function:

The Chat function can be used to update other users about important information in regards to a Case.

You can add internal system users to the Chat group by clicking on the add icon in the top right corner. The full list of internal users will show in a dropdown. Add users or remove them from the Chat group by marking their respective chechbox.

There is no limit on how many users you can add to a Chat group.

The messages are saved in the Communication page of the Case.

All messages can be filtered by Sender and by Type of message.

The users added to a Chat group will be also notified about updates in a case in the Communication card on Dashboard.

@ mention someone:

To send an email to another internal system user you can use the @ sign in the message field. A list with all internal users will show.

The message is saved in the Communication page of the Case and the mentioned user will also receive an email.

Send an email:

To send an email to either a system user or a non system user, press “Want to send an email?” button.

This will open up the user's email client, being possible to add recipients from the address book. The system adds the email address in CC and the Case number automatically to the email. The email is store in Communication in that Case.

24. Personal settings

You can define your own personal column settings under Personal settings. This is located in the top right corner of the site, if clicking in your username initials.

1. Press “Personal settings” and then go to “Column settings”.

2. The user can choose what columns should be visible for
Registered, To be accepted, In Progress, Completed and Case Product.

3. Choose the grid type in the dropdown menu.

4. Press the Column button.

5. Tick or untick boxes of columns that should be visible to the user.

6. You can also change the column width.

7. When done press “Save changes” .

25. Help

You can contact DHA’s support team at any time by sending an email to support@dhanticounterfeit.com OR use the “Help” button in the far right bottom of the Cases page inside the system.

By pressing the "Help" button a pop-up will open. Fill in your name and email.

The more details you can send to us about your problem the faster we can help you.

Here are some examples:

What where you doing in the system when the problem occurred? Explain your actions as much as possible.
What tab or page were you in?
Case number?
What web browser are you using?
Screenshots? It is of great help to DHA’s support team if you take a screenshot when the problem occurs.

The message/email will be sent to our support portal Zendesk where a member from DHA’s support team will help you.

Thank you for your time!

The DHA Team

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dh|a OrigoExternal PortalUser Guide

1. New User Account

1.1 Log In

1.2 How to reset your password

2. Dashboard

2.1 Tasks

2.2 Calendar

2.3 Work area

2.4 Task tracking

2.5 Communication

3. Create a new case

3.1 Add Case origin to a new case

3.2 Add General information to a new case

3.3 Add Product to a new case

3.4 Add Product information to a new case

3.5 Add Party to a new case

3.6 Add a new Party manually

3.7 Add a new Party manually: matching results

3.8 Add Party connections

3.9 Additional info

4. Case acceptance

4.1 Request more info

4.2 Reject case

5. Access of Cases

6. “Registered” tab

6.1 Access a case in the “Registered” tab

7. “To be Accepted” tab

7.1 Access a case in the “To be Accepted” tab

8. “In Progress” tab

8.1 Access a case in the “In Progress” tab

9. “Completed” tab

9.1 Access a case in the “Completed” tab

10. Define your own Work areas

11. Editing a case - General Case Information

12. Navigation within a case

13. Add Parties to a Case

13.1 Remove a Party from a case

13.2 Update Parties information in a case

14. Add Products to a Case

14.1 Remove a Product from a Case

14.2 Update Product information in a Case

15. Identification of a product in a case

15.1 Bulk Identification

16. Add a Test purchase to a case

16.1 Bulk Test purchase

17. Create case connections

18. Add Case Results

19. Add a Quick note to a Case

20. Add Attachments inside a Case

20.1 Add Attachments to a Case

20.2 Add Attachments to a Party

20.3 Add Attachments to a Product

21. Create and print a Case report

22. Add a Task to a Case

22.1 Complete a Task from Dashboard

22.2 Complete a Task in a Case

22.3 Edit/Delete a Task

23. Communication within a Case

24. Personal settings

25. Help

dh|a Origo
External Portal
User Guide