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

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

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

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

   Page Element	Description
   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.
   Select checkboxes	Click the checkboxes for selecting multiple rows before performing the actions Reassign Code Officer and Reassign Code Technician.
   Export	Click the download button to export the case list to a .csv file.
   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.
   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

1. 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.
   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 PayableTotal 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.

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.

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.

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.