Processing Cases

Agency staff view information and statuses for all the code enforcement cases they are assigned. You can perform actions such as creating a case and accessing detailed case information from the Cases page.

As agency staff such as a code technician, you can use the Cases page to view a complete list of cases. Go to the list of cases to perform these tasks:

• Manage case activity.

• Create a case.

• Update case status.

• Access details about case history.

Using the Cases Page

1. Select the Code Technician Worklist tile on the Agency Springboard and click the Cases tab.

   Alternatively, you can select the Cases tile on the Agency Springboard to view all the cases in the system.

2. You can perform these actions to display cases that meet specific criteria:

   Elements of the Cases page:

   Page Element	Description
   Download	Click the download button to export the list to a .csv file.
   Search	Search by alphanumeric characters on the fields for cases in the list. The cases that meet the search criteria are displayed on the page. When you search on dates, use this format: MM/DD/YYYY.
   Filter By	Apply filters to display cases that contain the selected parameter values in the list. Click the filter button to open the filter options, where you can define, modify, and save your own filters. You can use the predefined filters Case, Creation Date, Issue Description. Case Status, and Comply By. Case filter is not available in the worklist.
   Sort By	Select an option to sort the cases in the list by these fields: Case Creation Date Location Issue Description Case Status Comply By

Managing Case Activity

1. Select the Code Technician Worklist tile on the Agency Springboard and select the Cases tab.

   Alternatively, you can select the Cases tile on the Agency Springboard to view all the cases in the system.

2. On the Cases page, you can locate the basic information about the case using the following information:

   Elements on the Cases page:

   Page Element	Description
   Create Case	Click to create a new case. This option is not available in the Code Technician Worklist — Cases page. You must navigate to the Cases page using the Cases tile.
   Case	View the case ID, issue type, and issue subtype.
   Creation Date	View the date on which the case was created.
   Location	View the location of the issue.
   Issue Description	Review the description of the case.
   Case Status	View the status of the case, for example, Closed, Compliance, Violation, Void, Mandatory Abatement and Legal. For details about the options, see Viewing the Case Detail Overview.
   Comply by	View the last date to ensure compliance.
   Actions	Click to perform actions such as updating status.