Reviewing and Claiming Cases

A case is created when an inspection results in a code violation or citation. Agency staff can create a case directly, without an incident being reported. Code enforcement technicians use the worklist to view a list of unassigned cases and claim them as necessary.

Code enforcement technicians have two options for reviewing and claiming cases:

• Viewing a case summary on the Code Technician Worklist page and then clicking the Claim button.

  The code technician claiming an incident is by default the assigned technician for the case. This option is used for claiming a new case created directly — without a reported incident.

• Using the Case Overview page to directly update the Technician Assigned field.

  Although this option is always available, it’s most useful for reassigning the case to another technician.

Reviewing and Claiming Cases Using the Code Technician Worklist

1. From the agency springboard, click the Code Technician Worklist tile.

2. Select the Unassigned Cases tab. This page lists all the unclaimed cases in the system.

3. Review the following summary information about the case:

   Page Element	Description
   Case	This column displays: The case ID that is assigned based on the agency’s autonumbering rules. The issue type and subtype, separated by a hyphen.
   Creation Date	Displays the date on which the case was created.
   Location	Displays the location of the issue.
   Issue Description	Displays the description of the case
   Case Status	Displays the status of the case, for example, Compliance, Violation, Citation, and so on.
   Comply by	Displays the last date to ensure compliance.

4. If necessary, review the complete details for the case.

   1. Click the View More Details icon to access the Case page.

   2. On the Case page, review the information on the Overview, Details, Inspections, Notices, and other tabs. See Navigating to Case Details.

   3. Click the Back icon in the banner at the top of the page to return to the worklist, and re-navigate to the Unassigned Cases tab.

5. Click the Claim button to claim the case.

   Claiming a case makes you the assigned technician. As the assigned code technician, you are now responsible for processing the case.

Reviewing and Claiming Cases on the Case Detail Page

1. Select the Cases tile on the Agency Springboard, then click View More Details for a specific case.

2. In the Overview section of the Case page, search and select a code technician from the Technician Assigned field.

Note: The new assignment is saved immediately. You do not need to explicitly save, nor do you have an option to cancel the change.