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 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
Select Multiple	Click to view check boxes for selecting multiple rows before performing the actions Reassign Code Officer and Reassign Code Technician.
Download	Click the download button to export the case list to a .csv file.
Show all District Types	Enable the switch to show a list of cases from all district types.
Show all Statuses	Enable the switch to show cases with any status.
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

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 the selected cases. For details, see the next section.
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. For details, see the next section.
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.

Reassigning Code Officers and Technicians

You can change the officers or technicians assigned to a case. Use the Reassign Code Officer and Reassign Code Technician options available on the case record row in the Cases list page and on the Overview page of the case.

Access the Reassign Code Officer page and select a new code officer from the list to assign to the case. You can use the Search option by entering text to filter matching code officer rows.

The Code Officer List tab lists the names of the code officers, their assigned district type, and district.

Turn off the Show All Code Officers switch to list only those code officers that match the district type or district of the selected case. If an officer is associated with multiple districts or district types, the record displays a link Multiple. Click the link to open the District Information page and view all the associations for the officer.

The History tab lists all the officers previously assigned to the case, with the details of assignment date and time.

Access the Reassign Code Technician page and select a new code technician from the list to assign to the case. You can use the Search option by entering text to filter matching code technician rows.

The Code Technician List tab lists the names of the code technicians with the number of cases assigned to them. Turn off the Show All Code Technicians switch to list only those code technicians that match the issue type or subtype of the selected case.

Note: This check box is available to agency staff with appropriate permissions, only when the Automatically Route Issues option is turned on.

The History tab lists all the technicians previously assigned to the case, with the details of assignment date and time.

Assigning and Reassigning Multiple Cases

You can select multiple cases and assign them to a code officer or technician using the Select Multiple option on the Cases page. Click the Select Multiple button and use check boxes to select one or more cases to assign or reassign. After selecting the cases, click the Reassign Code Officer or Reassign Code Technician button to open the Reassign page and select the staff member to assign as explained earlier.

Any active workflow tasks assigned to the previous staff member are automatically reassigned to the new code officer or technician. For more details on workflow task assignments, see Using Workflow.