Viewing the Case Details 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 details.

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.

Using the Overview Page

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

Alternately, click Agency Springboard > Cases.
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.

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

Actions menu: Click the Actions menu from the Overview page banner. Depending on the case status and the role, agency users can perform these actions:
- Update the status of the case
- Assign officers and technicians to the case
- Update compliance and appeal dates
- Update appeal dates
- Change issue description and priority of the case
- Pay any case-related fees

General Information section: Review the following case details in the General Information section:

Page Element	Description
Case Status	Review the case status, which is updated by the workflow.
Priority	Indicates the priority of the case.
Code Technician Name	Displays the name of the code technician assigned to the case.
Code Officer Name	Displays the name of the code officer assigned to the case.
Case Reported Date	Review the date on which the incident was reported.
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.
Days left to Comply	Review the number of days left to ensure compliance.
Appeal By	Indicates the last date by which a user is allowed to submit an appeal for the case.
District Type District ID	Displays the district type and district ID under which the case is created.
Access Number	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.
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.
Assign Code Technician, Assign Code Officer, Reassign Code Technician, Reassign Code Officer buttons	Use these buttons to assign or reassign code technicians and code officers to the case. If case assignments are yet to be done, then the Assign buttons are displayed. If case assignments are already done, then the Reassign buttons are displayed.
Days Overdue	Displays the number of days the case is overdue from the comply by date.
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.

Compliance and Closure Details section: When a case status is changed to Compliance or Closed a Compliance and Closure Details section is displayed. Following elements are displayed on this section based on the case status:
- Case complied on date
- Case closed date
- Reason for closing
Summary section: Provides a pie chart representation of Notices, Code Violations and Fees.

The Notices pie chart displays the total count of notices, as well as the count of notices associated with the case which could be in various statuses. The notice statuses available are In progress/Pending, Generated, Sent, and Hold/Canceled.

The Code Violations pie chart displays the total count of violations associated with the case which could be in various statuses. The code violations statuses available are Open, Resolved, and Canceled.

The Fees pie chart displays the total fees associated with the case in the selected currency. The pie chart displays Fees Paid and Balance Due.

Inspections section: The Inspections section has the Inspection ID and Next Inspection Scheduled For fields.

Click the View Details button to go to the details page of that particular inspection.

Click the Update Inspection Status button to access a drawer and enable the Mark the case as ready for inspection switch to indicate that the case is ready for inspection.

The Inspections section displays Ready for Inspection.

Incident Details section: Whenever a case was created from an incident, an Incident Details section is displayed that shows the incident ID, reported date, issue type and 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.
Citation: When a new citation is added to the case, a message is displayed at the top of the Overview page. To see details, click the View Details link.

Updating a Case Status

To manually change the status of a case:

On the Cases page, click the Update Case Status button.

Note:
The Update Case 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.
On the Case status details drawer, 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 Save. Depending on the status you select, the workflow stages and their tasks are updated accordingly.

Updating Case Compliance Date

Updating the case compliance 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 compliance date. The compliance 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 compliance date from any of these pages, the user can choose to apply the new case compliance date to the violation comply by dates.

To update the compliance date from the Case Overview page:

On the Case Overview page, click the More Actions menu and select the Update Compliance Date action.
On the Compliance details page, select a new date from the calendar.

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.

See the following elements on the Compliance details drawer:

Page Element	Description
Current Comply by Date	Displays the existing comply by date of the case.
New Comply by Date	Enter the new comply by date 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.
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.
Reason	Enter a reason for the change in the Reason field.

Click Save.