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Customize your Monolith Account
In this section you can add additional details to your organization's profile including name, address details, contact information, and website.
Here you are also able to change the default Monolith logo to the logo of your organization.
View account information, access desktop client, and set date, time, and currency formats
Organization profile: Information can be changed in the Organization Info section.
Subscription Info: This section gives details about your licenses, subscription expiration date and storage usage. In this view you can also see your relay URL and current workspaces connected to your account.
If you would like to use Monolith as a desktop application, it can be downloaded from this section. We currently offer desktop applications for Windows and MacOS.
Your selected format options will appear as the default throughout Monolith.
Coming Soon
Edit instructions for users making requests
In this section you can edit instructions that will be shown to the requester before they make any requests in Relay.
Configure email notifications
Monolith supports email notifications for assignments of tasks and cases.
In this section you can configure the details that your Relay Tenant will display to users.
Tenant Logo: Select the logo that will display in Relay
Tenant Name: Name that will display for your organization in Relay
Relay URL slug: The URL identifier for your relay tenant. For example, if we use the slug "my-relay-slug" the Relay URL will be:
Tentant Email: The default email for your relay tenant. All notifications from Relay (new users, request, etc...) will be sent the this email.
Manage your relay users
Relay can be used by any internal or external party interacting with your lab. Relay users do not need to be Monolith users and they do not require a Monolith user license. There is no limit to the number of Relay users you create.
You can view, invite, and search for current users from this view.
By selecting a user from this screen you can edit that user's details, remove that user from your Relay Tenant, and grant or remove admin permissions for that user.
You can invite new users by selecting the "Invite User" button from the "Relay Users" table. You will be prompted to enter that user's email address.
Below is an example of an email invite to relay.
After accepting an invite users will be directed to register as a Relay user. An invitee must set up their account to access Relay.
From the Access Requests tab, you can view all of your pending Relay user invites. They will remain pending until the invitee completes the user registration process.
Enable custom fields you would like accessed in Relay requests
Monolith allows you to enable for Inquiry and Evidence Items for Relay users making request. Once a field is enabled, it is viewable by all Relay requesters.
Custom Inquiry Fields: Allows Relay requesters to provide additional inquiry details with their request
Custom Evidence Fields: Allows users to provide additional details about evidence items associated with their request.
Set naming conventions for Case, Evidence, and Storage items
In this section, Monolith allows you to customize your Case number, Evidence number, and Storage number format.
Customize your Evidence Progress Bar
Every Evidence Item in Monolith has a progress bar that illustrates the current stage of a particular evidence item. See also
The current progress status for an evidence item can also be found under the Evidence Details section on the left sidebar of that item's page.
In the Evidence Progress section you can reorder, add, and delete these evidence progress options to best reflect your organization's workflow.
You can reorder your current Evidence Progress Items by dragging and dropping them into place. Your timeline will display the order of items going from top to bottom.
Select the "Create Evidence Progress" button to create a new progress item. By default, this item will be added to the beginning of the list.
Select the Delete button to the right of the item you would like to delete.
When deleting a Progress Item, you will be required to reassign the progress status of the evidence items associated with the progress item you are deleting.
View, Create, and Delete custom Case Types
In this section you can view all of the Case Types associated with your organization. This is also where you can create new Case Types and delete your current Case Types.
Select the "Create Case Type" button and enter the name of the Case Type you would like to create.
You can also delete Case Types from the Case Types Section.
When deleting a Case Type, you must re-assign the cases associated with that Case Type to another pre-existing Case Type.
Customize your Case Progress Bar
Every case in Monolith has a progress bar that illustrates the current stage of a case. See also .
In the Case Progress section you can reorder, add, and delete these case progress options to best reflect your organization's workflow.
In this section you can reorder your current Case Progress Items by dragging and dropping them into place. Your timeline will display the order of items from going from top to bottom.
Select the "Create Case Progress" button to create a new progress item. By default, this item will be added to the end of the list.
Select the Delete button to the right of the item you would like to delete.
When deleting a Progress Item, you will be required to reassign the progress status of the cases associated with the progress item you are deleting.
View, Create, and Delete custom Evidence Types
In this section you can view all of the Evidence Types associated with your organization. This is also where you can create new Evidence Types and delete your current Evidence Types.
Select the "Create Evidence Type" button and enter the name of the Evidence Type you would like to create.
You can also delete Evidence Types from the Evidence Types Section.
When deleting an Evidence Type, you must re-assign the evidence items associated with that type to another pre-existing Evidence Type.
View, Create, and Delete your Case Statuses
In this section you can view all of the Case Statuses associated with your organization. This is also where you can create new Case Statuses and delete your current Case Statuses.
The "Active" and "Closed" statuses are required by Monolith and cannot be altered or deleted.
Select the "Create Case Status" button and enter the name of the Case Status you would like to create.
You can also delete Case Statuses from this section.
When deleting a Case Status, you must re-assign the cases associated with that status to another pre-existing Case Status.
Upload DYMO Labels to use with evidence, storage items, or for people
View, Create, and Delete your quality assurance issue types
In this section, you can manage your QA Issue Types to identify events that do not meet your organization's quality assurance standards.
Select the "Create Type" button and enter the name of the QA Issue Type you would like to create.
You can also delete a QA issue type in this section.
Manage your Time Entry Categories
In this section you can view all of the Time Entry Categories associated with your organization. This is also where you can create new Time Entry Categories and delete current Time Entry Categories.
These categories can help define the type of work conducted when recording billable time entries.
Select the "Create Category" button and enter the name of the Time Entry Category you would like to create.
You can also delete a Time Entry Category from the Time Entry Categories Section.
When deleting a Time Entry Category, you must re-assign the time entries associated with that category to another pre-existing Time Entry Category.
Capture and track information that is unique to your organization.
From the custom fields section you can create, edit, delete, and enable custom fields for your Monolith tenant. Monolith currently supports custom field items for: Cases, Evidence, Acquisitions, Inquiries and Storage.
Open the collapsable section for the category of custom field you would like to create (for example Custom Cases Fields).
Creating Custom Fields Options
Field Name (Required): The display name of your custom field
Is Required (Required): A yes/no option to indicate whether this should be a required field in Create and Edit modals for this category.
Editor Type(Required): Select whether you want this field to be:
Textbox - Regular text field
Date - Provides a date selector dropdown
Drop Down Menu - User's can select an item from a dropdown list
Tag Box - User's can select multiple items from a dropdown list
Description: Populates placeholder text in the input box associated with your custom field in the category's Create and Edit modals.
Enable/Disable: Determines if custom field will appear in Create and Edit Modals.
Disabling a custom field will not remove it from items that have been assigned a value for that field. For example, if you have an Evidence Custom Field called "Agency ID" that has been disabled, the evidence item(s) that have been assigned an "Agency ID" value will still display it in their individual pages. To remove the custom field completely from all items, you must delete that field.
Edit: Edit custom field details.
Delete: Removes the field and its values from your Monolith tenant.
Each category's custom field sections can be re-ordered by dragging and dropping custom field components within their respective lists.
Admin log of user actions in Monolith
Users with administrative access will be able to view a log of user activity throughout the Monolith application.
The Admin Log table offers robust sort and filter functionality.
Total Logs: The total number of logs can be found to the right of the filter button at the top of the table.
Filters: Admin logs can be filtered by Timestamp, User, and/or Admin log
Search: Admin logs can also be searched to quickly find specific items
You can find more on filtering, searching, and customizing views in our documentation.