1.2.5.2.1 Browser Screen

The Browser screen is used to find cases and alerts by selecting predefined filters.

  • The Navigation Bar, at the top of the screen, allows you to refresh the screen, jump straight to a case or an alert, or to perform bulk operations on the current results set.

  • The Browser Pane, on the left of the screen, lists the filters available to you.

  • The Results Pane, on the right of the screen, displays the cases and/or alerts associated with the filter you have currently selected.

Filters are defined on the Filter screen, and appear in the Browser pane on this screen. Click on a filter to select it. The records returned by the selected filter are displayed in the Results pane.

Navigation Bar

The Navigation bar contains several different controls, as described in the table:

Note:

The Assign, Bulk Update, and Bulk Delete buttons are privileged functionality. If you do not have the correct security settings, you will not be able to see the control at all.

Table 1-14 Navigation Bar Controls in the Browser Screen

Element Description

Refresh

Use this button to refresh the information on the screen to be sure it is up to date.

Jump to Id

Use this button if you know the ID of a case or an alert and want to go directly to it. Enter the ID in the text box, and click on the arrow.

Assign

Use this button to assign the selected cases and/or alerts in the Results pane.

Bulk Update

Use this button to change the details of all the cases and/or alerts in the Results pane.

Bulk Delete

Use this button to delete all the cases and/or alerts in the Results pane.

Export to Excel

Use this button to export the cases and/or alerts in the Results pane to an Excel spreadsheet.

Help

Use this button to launch the online help for the Case Management user application.

Browser Pane

The Browser pane lists all the saved filters that you can use to search for cases and alerts. Three lists of filters are present in the pane:

  • Favorites lists all the filters that you have marked as favorites. Only your favorites will appear here; other users will have their own favorites lists.

  • Global lists all the filters that have been defined and shared with all users.

  • User lists all the filters that you have defined for your own use.

Each list can be collapsed to hide its contents, or expanded. The blue arrow next to the section name shows whether the list is expanded (downward pointing arrow) or collapsed (sideways pointing arrow). Click on the arrow, or the name of the list next to it, to switch between states.

Click on a filter to select it. The selected filter will be shown in bold type, and the cases and/or alerts returned by the filter will be shown in the Results pane.

If you mark a filter as a favorite, it will be added to your Favorites list and marked with a yellow star. It will still show up in the original list, as well as the Favorites list.

If you have any filters which have reporting options defined, they will be shown with a clipboard icon.

The bottom of the pane includes a 'Search' box. As soon as you start typing in the box, the list will immediately be filtered to include only filter names that contain the letters you have typed. To clear the search, click on the 'x' next to the box.

Results Pane

The Results pane will be empty when you first open Case Management. It displays all the cases and alerts returned by the selected filter.

Your results pane may have different columns in a different order, depending on how the filter has been configured. The title bar at the top of the pane will include the name of the filter you have selected, and the total number of items (both cases and alerts) that the filter has returned.

Note that in order to preserve optimal performance for all users, a maximum of 100 items is returned each time a filter is selected.

Leaving the Browser Screen

From the Browser screen, you can move to the Filter Screen, to the Alert Screen or to the Cases Screen.

  • To move to the Filter screen, click on the Filters tab at the bottom left of the screen.

You can only enter the Alerts or Cases screens from here if the Results pane contains alerts or cases.

  • To enter the Alerts screen, double-click on an alert in the Results list.

  • To enter the Cases screen, double click on a case in the Results list.