Case List dialog box

The Case List dialog box lets you view or edit case information maintained in your case management system about attributes such as stores or cashiers, while viewing reports, documents, or dashboards.

You can access case information when you select an eligible attribute in a grid. When you right click on the attribute and select Case List from the context menu or click the Case List icon from the toolbar, the Case List dialog box is displayed. If you selected a cashier, the Case List dialog box has tabs for Cashier Home Store and Cashier. If you selected a store, the Case List dialog box only has a tab for Store. The Store tab displays the address of the store. The Cashier tab displays the name and ID number of the cashier.

 

Click the button above the list to add a new case.

 

The following columns are populated with data from your case management system:

 

Store/Cashier Home Store tab

This tab displays all of the cases associated with the selected store or with the home store of the cashier, if you selected a cashier.

Case # - the number assigned to the case in your case management system.

Employee - the name of the cashier associated with the case

Type - the incident type assigned to the case. Incident types are configured in your case management system.

Status - indicates the status of the case in the case management system, such as active or closed.

Date -  the date the incident took place.

Action - Click the following icons to perform these actions in your case management system:

- Get more information about the case from your case management system.

- Edit the case in your case management system.

- Upload a PDF file of the report to your case management system.

 

Cashier tab

If you selected a cashier,  there is also a Cashier tab. The name of the cashier is displayed at the top of the tab. If there are any cases for that cashier, that information is displayed in the Case #, Type, Status, and Date columns. The Action column provides the same icons as those  for the Store/Cashier Home Store tab.

 

A count at the bottom of the list shows the number displayed and the number of total cases, e.g., Showing 1-5 of 34 cases. Use the  < Previous and Next > links to navigate through the list.

 

Options - lists additional options Click + to expand options and - to collapse them. The following options are available:

Period - Choose the time period from the drop-down list for which you want case information. You can select All, for all cases, or specify the Last 30, 90, or 365 days. The default option is 90 days.

Include Completed - Select this check box if you want to include cases that have been completed.

 

Refresh - Click to refresh the data in the Case List dialog box from your case management system.

Cancel - Click to cancel the action and close the Case List dialog box.

 

Sorting

The default sort order in the Case List dialog box is Date, in descending order. You can sort by another column by clicking on the column header. The icon to the right of the column name is replaced by an ascending sort icon and the results are sorted by that column in ascending order. If you click the column header again, the sort icon is replaced by a descending sort icon, and the results are sorted by that column in descending order.

 

To add a case to the case list:

  1. In the Case List dialog box, click the tab of the attribute you want to add, e.g., if you chose Case List from the context menu for cashier, click the Cashier tab if you to add a cashier's case or Cashier Home Store if you want to add a case about their store. If you chose the Case List option from the context menu for a store attribute, there will only be a tab for Store.
  2. Click the icon above the list. This opens your case management system, where you can add a case for the selected attribute.

 

To get information about a case:

  1. In the Case List dialog box, click the tab of the attribute you want more information about, e.g., if you chose Case List from the context menu for cashier, click the Cashier tab if you want information about a cashier's case or Cashier Home Store if you want information about their store. If you chose the Case List option from the context menu for a store attribute, there will only be a tab for Store.
  2. In the Action column, Click the icon. This displays a box with any additional information about the case.

 

To edit a case:

  1. In the Case List dialog box, click the tab of the attribute you want to edit, e.g., if you chose Case List from the context menu for cashier, click the Cashier tab if you to edit a cashier's case or Cashier Home Store if you to edit a case about their store. If you chose the Case List option from the context menu for a store attribute, there will only be a tab for Store.
  2. In the Action column, Click the icon. This launches the case management system and displays the selected case, which you can edit.

To upload a PDF of the report results to the case management system:

  1. In the Case List dialog box, click the tab of the attribute for which you want to upload a PDF file, e.g., if you chose Case List from the context menu for Cashier, click the Cashier tab if you want to upload  report results to the cashier's case or Cashier Home Store if you want to upload report results to their store's case. If you chose the Case List option from the context menu for a store attribute, there will only be a tab for Store.
  2. In the Action column, Click the icon. This uploads a PDF file of the report results to the case management system.

Note: You can navigate to your case management system to view the uploaded reports.

 

 

 

 

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