The Home tab is where you start after logging in to the application. You can quickly create new cases and access your tasks and assignments.
Sidebar Actions
Create a new case from the left Sidebar menu by clicking "Create new xxx".
Note: The case types you can create are dependent upon your application.
Listviews
Note: Most listviews will have a default filter(s) set to display only the most recent or active items. You can add or change these filters at any time.
Case Assignments
A list of summary information for all of your assigned cases. The information displayed may include:
- Case name and case id number
- Assignment type
- Assignment status
- Assignment start and end dates
You may access the details of any assigned case by clicking the Case Name and Id Number.
Case Tasks
Tasks
A list of your assigned tasks. The information displayed may include:
- Task due date
- The name of the case task is associated with
- Task title
- Type of task
- User who created the task
- Task status
You may access the task details by clicking the Title column.
All Tasks
A list of all tasks for all users of your site. The information displayed may include:
- Task due date
- The name of the case task is associated with
- Task title
- Type of task
- User who created the task
- Task status
You may access the task details by clicking the Title column.
Recent Cases
A list of the last 10 cases that you accessed. The information displayed includes:
- Id # and name of the case
- Age at intake (if known)
- Intake date and intake type
- Case status
- The date you last accessed the case
You can return to any of these cases by clicking the Id # or Name columns.