Siebel Public Sector Guide > Managing Benefits Cases > Process of Managing Applications >

Viewing Cases for Applications


After agents upload an application into Siebel Public Sector, they can view the case for that application.

This task is a step in Process of Managing Applications.

To view the case for an application

  1. Navigate to the Applications screen.
  2. To view only the submitted applications assigned to you, select My Applications in the visibility filter.

    Additional selections in the visibility filter display applications for your team, applications for an organization, and all applications. Applications newly assigned to you have a star icon in the New field of the Applications list.

  3. Drill down on the Case Number field of the application.

    The Case form appears with view tabs that show more details about the case.

    The following table describes some of the fields.

    Field
    Description

    Case Name

    Displays the name of the case. This field has the following format: Contact Full Name - Creation Date - Application Number. To view the case, drill down on this field.

    Case Type

    Displays the type of benefits or immigration program applicable to the case. For cases that are automatically created from applications submitted on a self-service Web site, this field has a value of Other, but agents can change this value. Additional values include Food Stamps, Medical Assistance, Cash-Financial Assistance, Child Care, Unemployment, Visa, Passport, and Citizenship.

    Status

    Displays the status of the case in the agency's processing. Values include:

    • Submitted. The case is submitted for manager approval.
    • Rejected. A manager did not approve the case.
    • Active. A manager approved the case, and agents are working on the case.
    • Inactive. A manager approved the case, and agents are no longer working on the case.
    • Closed. The case is closed.
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