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

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:

   Page Element	Description
   Select Multiple	Click to view check boxes for selecting multiple rows before performing an action.
   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
   Display Settings	Agency staff can personalize expanded grids to suit their own preferences for working more effectively. For more information, see Personalizing Grid Displays

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:

   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 the selected cases. Click Save to apply the assignments and return to the Cases page. Any active workflow tasks assigned to the previous staff member are automatically reassigned to the new code officer. For more details on workflow task assignments, see Using Workflow
   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. Any active workflow tasks assigned to the previous staff member are automatically reassigned to the new code technician. For more details on workflow task assignments, see Using Workflow
   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.

   Note: Grids are rendered in either a condensed or expanded format based on the FSM option selection made by the agency during implementation. On the Cases page, each agency staff member can now personalize expanded grids to display information in a manner that suits their own requirement. See Personalizing Grid Displays.