Auto-assign and open a case

  1. Hover over the Worklist menu and click the New option.
  2. At the bottom right of the window, before Print List, click the Open Next Case button.
  3. A case is automatically assigned to the user, accepted by the user and opened for processing based on the following criteria:
    1. 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.
    2. The case is moved from Worklist > New to Worklist > Open.

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.