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OneView | Webinar Series 5 Masterclass | 6. Making Your Case

Our final webinar of this OneView Masterclass series will focus on the Case Management module.  Cases are useful when collaborating to capture information, complete a task or to ensure staff are working to the same procedures.

Linking OneView data to a case can bring benefits such as improved efficiencies, quicker case closure, accuracy, and fairness to processes such as appraisals and disciplinaries.  There are other uses too such as lessons learnt, promotion boards and risk assessments.  Cases can be setup and managed by authorised superusers and versioning helps ensure workflow stays current.


  • Sam Watson | OneView Pre- Sales Consultant, RLDatix
  • Lee Clarke | OneView Director, RLDatix


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Speaker Bio

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Sam Watson

Pre-Sales Consultant

Sam joined RLDatix in 2017 and has been working on the OneView product since 2019. Sam has extensive experience having worked with organizations across a range of industries, including Cruise, Engineering, Facilities, Defence and more. Sam has delivered multiple series of webinars over the years covering topics such as the basics of scheduling to covering more advanced or complicated features in bite-size chunks.

Lee Clarke

Director for North America and Europe Services & Support

Lee has nearly 30 years in the IT industry, 27 of those years working with Maritime, Offshore Engineering & Defence customers to understand their issues and help build solutions. Originally as a software developer for Allocate and then as a Consultant, he is uniquely familiar with Allocate’s software solutions, especially those relating to workforce planning. He currently manages a team of professionals that support a range of Maritime blue chip and Fortune 500 companies based in the United States and Europe. His team is tasked to ensure that each customer maximises the utility of the solutions provided by Allocate and therefore achieve customer success.

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