Auto-assign and open a case
- Hover over the Worklist menu and click the New option.
- At the bottom right of the window, before Print List, click the Open Next Case button.
- A case is automatically assigned to the user, accepted by the user and
opened for processing based on the following criteria:
- Identify the case with the priority value set to
1 on the Priority column
in the
Worklist > New
window. If there are multiple cases with the same Priority, then consider the case with the highest number displayed in the Days Open/Remaining column. - The case is moved from
Worklist > New
toWorklist > Open
.
- Identify the case with the priority value set to
1 on the Priority column
in the
All cases displayed in the Worklist window are considered for auto-assignment, irrespective of page size. Similarly, all records are considered, irrespective of the filters you previously applied: Individual/Group/All, Only view locked cases requiring follow-up checkbox, Grid filters, Filter or Value.
If there is no case with Priority 1, then cases with Priority 2 are considered first.
Cases with no priority set or with 0 priority are considered as least priority.
If there are no cases to open next, the following warning message is displayed: No cases available for opening.
Parent topic: Process cases