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.
Assign or reassign technicians and officers to cases.
Access details about case history.
Using the Cases Page
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.
You can perform these actions to display cases that meet specific criteria:
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, Comply By, Assigned Code Officer, and Technician Assigned.
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
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.
On the Cases page, you can locate the basic information about the case using the following information:
Page Element
Description
Click to select one or more cases using the check boxes next to case records.
Reassign Code Officer
Click the button to open the Reassign Code Officer page and select a code officer that you want to assign all the selected cases. Click Save to apply the assignments and return to the Cases page.
This option is available only after you select one or more cases.
Reassign Code Technician
Click the button to open the Reassign Code Technician page and select a code technician that you want to assign all the selected cases. Click Save to apply the assignments and return to the Cases page.
This option is available only after you select one or more cases.
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.
Address
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.
Technician Assigned
View the name of the code technician currently assigned to the case.
Assigned Code Officer
View the name of the code officer currently assigned to the case.
Actions
Click to perform actions:
Update Status: Click to open the Update Status page and select a new status from the drop-down menu. Click Done after you enter a reason. Depending on the status you select, the workflow stages and their tasks are accordingly updated. The list of transaction statuses along with each of its associated system status are set up by your administrator. See Setting Up Transaction Statuses.
Note: The Update Status option is available only if your agency has enabled the Available to Manually Select as New Status option on the Transaction Status page. If the option is disabled, the case status changes are triggered only by the code enforcement workflow.Assign/Reassign Code Officer: Click to open a modal page and select the new code officer to assign to the case.
Assign/Reassign Code Technician: Click to open a modal page and select the new code technician to assign to the case.
Click Save to apply the changes and return to the Cases page.