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.

As agency staff, you can use the Overview page to update the status of the case, assign officers and technicians to the case, indicate that the case is ready for inspection, update compliance and appeal dates, change issue description and priority of the case, and pay any case-related fees.

Using the Overview Page

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

Alternately, from the Agency Springboard select Cases tile, and then select 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. Click View Details to navigate to the corresponding page.

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

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	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. Use these buttons to assign or reassign code technicians and code officers to the case.
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.

The 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.
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.

See Using the Code Officer Worklist.
The Incident Details section 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.

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.
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.
Enter a reason for the change in the Reason field.
Click Save.