Viewing the Case Detail Overview

You view a summary of the case on the Overview page, where you get a snapshot of the information regarding a case with links to more detail.

When you access the details for a case, you see a summary of the case activity. This information is updated to show the latest activity.

As agency staff, you can use the Overview page to set the status of the case, assign officers and technicians to the case, indicate that the case is ready for early inspection, update the issue description, and change the priority of the case.

Using the Overview Page

Select the Cases tile on the Agency Springboard.
On the Cases page, click the case row to open the case you are working with.

On the Overview page, review important information about the selected case in separate sections. Click the View Details link to navigate to the page.

Note: Only those sections that contain data records to show are displayed in the overview page.

Review details or enter the following information in the Overview section:

Page Element	Description
Case Status	Review the case status, which is updated by Workflow. To manually change the status of the case, click the Edit link to open the Update Status page, select a new status value, and enter a reason for the change. Click Done. Depending on the status you select, the workflow stages and their tasks are accordingly updated. For details see the Updating a Case Status section later in this topic. 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.
Code Officer	Assign an inspector to the case by using the Edit link. Click the Edit link to open the Assign an Officer modal page. Use the Show All Officers switch to view a list of officers available for the District type and District assigned to the case. Turn off the switch to see only the inspectors assigned to the case. Click Save to return to the Overview page. Any active workflow tasks related to the case are automatically assigned to the newly selected code officer. For details, see the section Reassigning Code Officers and Technicians under Processing Cases.
	Click the icon to open a modal page that lists all the code officers previously assigned to the case, with the details of the assignment date and time.
Code Technician	Assign a technician to the case by clicking the Edit link. The Reassign Code Technician page lists only the technicians that are associated with the issue type and subtype for this case. Select the Show All Technicians check box to list all the technicians. Click Save to return to the Overview page. Note: This check box is available to agency staff with appropriate permissions, only when the Automatically Route Issues option is turned on. Any active workflow tasks related to the case are automatically assigned to the newly selected code officer. Technicians can claim cases from the code technician worklist. To access the code technician worklist, select Code Technician Worklist on the Agency Springboard and click the Unassigned Cases tab. See Using the Code Technician Worklist. For details, see the section Reassigning Code Officers and Technicians under Processing Cases.
Issue Description	Review the description of the issue. To update the description, click the Edit link to open the Update Issue Description page and change the description text. Click Done.
Comply By	Review the date by which the case must ensure compliance, which is calculated based on the time rules set up by the agency. If there is no comply by date recorded, the page shows the Add button. You can click to open the Update Compliance Date page and enter the comply by date. For details on updating compliance date, see the Updating Compliance Date section later in this topic.
Appeal By	Indicates the last date by which a user is allowed to submit an appeal for the case. An Edit link is available for a supervisor to change the appeal due date. Click the Edit link to open the Update Appeal by Date page, use the calendar to select a new date, and enter a reason for the update. Click Done. Note: The Edit link is displayed only after the compliance date is set.
Case Reported Date	Review the date on which the incident was reported.
Complied On	Displays the date on which the case was moved to compliance.
Closed On	Displays the date on which the case was closed.
Reason for Closing	Displays the reason entered when the case was closed.
Priority	Indicates the priority of the case. To update the priority, click the Edit link to open the Update Case Priority page, select the switch, and use the calendar to select a new compliance date. Click Done.
<number> days to comply	Review the number of days left to ensure compliance.

The Incident Details section shows the incident ID, reported date, issue type and issue subtype of the incident. Click the incident id link to open the Incident overview page to view details of the incident associated with the case.
The Responsible Parties section has the Access Number field which displays a unique identifier generated at the time of case creation. The responsible party must provide the access number at the time of requesting access to their case. See Resolving Issues.
The Inspections section has the Next Inspection Due field, which displays the next inspection ID and its due date. Click the next inspection ID link to go to the Details page of that particular inspection.

On the Inspection details page, turn on the Ready for Inspection switch when the responsible party indicates that the case is ready for an inspection prior to the scheduled inspection date. The status changes to

Scheduled – Ready.

Note: The Ready for Inspection switch is available for edit only when the case has a scheduled inspection for violation or citation, and remains until the compliance date is reached.

On the Inspection page, the status changes to Scheduled, and indicates that the case is ready for the code officer to inspect.

See Using the Code Officer Worklist.
The Notices section shows a summary of notices associated with the case, such as the Last Notice Sent and Pending Notice. You can see a Generate button if there is a notice ready to be generated.
The Citations section shows a summary of citations issued for the case.

Updating a Case Status

To manually change the status of a case:

Select the Cases tile on the Agency Springboard.
On the Cases page, click the 3-dot action menu, and select Update Status.

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. For more information, see the section Adding Transaction Statuses, in Setting Up Transaction Statuses.

You can also click the row for a case you want to access. On the Case Overview page, click the Edit button next to the Case Status to make an update.
Select a new status, from the drop-down list, and enter a reason for the change.
When you select the new status as Compliance or Closed with reason as Compliance, you can select a complied on date. You can choose any date from the case creation date to the current date.
An Apply Complied on Date to All Open Code Violations switch is displayed when the case has at least one code violation associated with it. This switch appears disabled when there are open code violations associated with the case. The disabled switch indicates that all the open code violations associated with this case will also be resolved when the case status is set to Compliance or Closed with reason as Compliance.
Click Done. 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.

Updating Case Comply By Date

Updating the case comply by date impacts all the code violations associated with it. By default, all code violations associated with a case will have the same violation comply by date as the case comply by date. The comply by date of a case can be changed from any of the following pages:

Case Overview
Inspection page, see Working with Code Enforcement Inspection Details.
Update Hearing Decision page, see Working with Appeals and Hearings.
Code Violation page, see the section on Updating Code Violation Details in Working with Code Violations.

Whenever a change is made on the comply by date from any of these pages, the user can choose to apply the new case comply by date to the violation comply by dates.

To update the comply by date from the Case Overview page:

On the Case Overview page, click the Edit link next to the Comply By date.
On the Update Compliance Date page, select a new date from the calendar.
Enter a reason for the change in the Reason field.

Review the comply by dates and use the switch to decide whether to apply the updated case comply by date to all open code violations for the case.

Page Element	Description
Apply Updated Compliance Date to All Open Code Violations	Turn the switch on to apply the updated case comply by date to all open code violations for the case.
Earliest of Comply by Dates in Violations	Displays the earliest date among all the comply by dates that correspond to the open code violations for the case.
Latest of Comply by Dates in Violations	Displays the latest date among all the comply by dates that correspond to the open code violations for the case.
Next Inspection Scheduled For	Displays the date for the next scheduled inspection. Whenever an update is made to the case comply by date, the system automatically updates the next inspection scheduled for date, based on the time rules set. You can also see this change on the Inspections page. See Working with Code Enforcement Inspections. For details on time rules, see Setting Up Time Rules.

Click Done.