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 manage case activity and perform these tasks:

Create a case
Update case status
Assign or reassign technicians and officers to cases
Access details about case history

Using the Cases Page

From the Fusion Applications Permitting and Licensing homepage, click the Cases tile.

Alternately, select the Cases tile on the Agency Springboard, and then select Cases, to view all the cases in the system.

You can perform these actions to display cases that meet specific criteria:

Page Element	Description
Search	Use the Search field to filter incidents. By default, the Active filter chip is on to display only the active incidents. You can remove the filter chip, enter a search term, such as closed or reported, and click Search. See Using Search.
Select checkboxes	Click the checkboxes for selecting multiple rows before performing the actions Reassign Code Officer and Reassign Code Technician.
Relevant Districts All Districts	These buttons are available only for the case officers. Toggle between buttons to either view the list of cases from districts relevant to the user or all district types.
Export	Click the download button to export the case list to a .csv file.
Customize Columns	Click the Customize Columns button to view the columns available for the grid. Use the checkboxes to either show or hide the columns.

Managing Case Activity

On the Cases page, you can locate the basic information about the case using the following information:

Page Element	Description
Cases checkboxes	Click to select one or more cases using the checkboxes next to case records.
Reassign Code Officer	Select one or more cases and click the button to reassign a code officer.
Reassign Code Technician	Select one or more cases and click the button to reassign a code technician.
Create Case	Click to create a new case. This button is not available in the Code Technician Worklist — Cases page. You must navigate to the Cases page using the Cases tile.
Case ID	View the unique identifier of the 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 Details Overview.
Issue Type	View the issue type of the case.
Issue Subtype	View the issue subtype of the case.
Creation Date	View the date on which the case was created.
Comply by	View the last date to ensure compliance.
Issue Description	Review the description of the case.
Address, City, District Type, District	View the address and location details of the issue.
Code Technician	View the name of the code technician currently assigned to the case.
Code Officer	View the name of the code officer currently assigned to the case.
Total Payable, Total Due	View the total fees due and payable associated with the case.
Actions	Click to perform actions: View Details 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 drawer and select the new code officer to assign to the case. Assign/Reassign Code Technician: Click to open a drawer and select the new code technician to assign to the case. Click Assign or Reassign 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.

Accessing Case Actions from the Cases Page

To access the Actions menu for a case from the Cases list page:

From the Fusion Applications Permitting and Licensing homepage, click the Code Enforcement Cases tile.
On the Cases list page, click the Actions icon for a case row.

A drop-down list of available actions appears.

Accessing Cases Actions from the Cases Overview Page

To access the Actions menu for a case from the Cases overview page:

From the Fusion Applications Permitting and Licensing homepage, click the Code Enforcement Cases tile.
Click a case row.

Alternately, click the View Details from the actions menu.
On the Case Overview page, in the header section, whenever more than two actions are available, the primary action is displayed as a button and the rest are available in the 3-dot action menu.

When only one or two actions are available, they are displayed as buttons.

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 or on the Overview page of the case.

Access the Reassign code officer drawer. The header section displays the name of the current assignee. The list below displays the names of the code officers, their assigned district type, and district. 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.

If an officer is associated with multiple districts or district types, the record displays a link Multiple District Types . Multiple Districts. Click the link to open the District Information modal page and view all the associations for the officer.

Access the Reassign code technician drawer. The header section displays the name of the current assignee. The list below displays the name of the code technician and the count of open cases currently assigned to each. 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. Sort the list of the code technicians based on name or the count of open cases currently assigned to each. Click Related to view a list of all code technicians who are assigned the same district as the case to be reassigned. Click the All switch to view a list of all available code technicians irrespective of the district.

Use the View History button to review the list of all the technicians or officers 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 on the Cases page. Select one or more case checkboxes from the cases list and use the Reassign Code Officer or Reassign Code Technician buttons to open the reassign page to complete the action.

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.