Reviewing and Claiming Cases

A case is created when an incident inspection results in a code violation or citation. Agency staff can also 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 Cases page Actions menu to directly assign a code technician.

  This option is also useful for reassigning the case to another code 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 Viewing the Case Details Overview.

   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 Cases on the Cases Page

To review cases on the cases page:

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

   Alternately, from the Agency Springboard select Cases tile, and then select Cases.

2. Review the following summary information about cases:

   Page Element	Description
   Case ID	The case ID that is assigned based on the agency’s autonumbering rules.
   Status	The case status.
   Issue Type, Issue Subtype	The issue type and subtype.
   Creation Date	The date on which the case was created.
   Comply By	The date by which the violation must be complied by.
   Issue Description	A description of the issue.
   Address, City, State, Postal Code	Displays the case address with the city, state, and postal code.
   District Type, and District	Displays the case’s district type and district.
   Code Technician	Displays the name of the Code Technician, if any, assigned to this case.
   Code Officer	Displays the name of the Code Officer, if any, assigned to this case.
   Total Payable Total Due	Displays the total amount of fees associated with the case that are payable and due.
   Actions	Displays the three-dot actions menu. For information about the actions in the menu, see Processing Incidents.

3. Click the case row to access the case details page.

   To return to the case list, click the Go to Cases link in the banner.

   For more information about the Case details page, see Viewing the Case Details Overview.