1.2.5.2.4 Cases Screen
The Case screen is used to view, assign, edit and change the state of cases. In this screen, you view the details of one case at a time from your list of currently active cases. Your currently active case list contains all the cases which were returned by the filter that you selected in the Browser screen or in the Filter screen.
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The Navigation Bar, at the top of the screen, allows you to move between the cases in your list, or to return to your list of cases.
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The Summary Pane, on the left of the screen, displays an overview of the selected case, and provides controls for editing the case.
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The Results Pane, on the right of the screen, is split into an upper and a lower area. The upper area displays the alerts associated with the case, and the lower area displays the history of the case.
Entering the Case Screen
You can enter the Case screen by:
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Double-clicking on a case in the results panel of either the Browser screen or the Filter screen. The Case screen will open with the case you double-clicked as the selected case.
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Clicking Go to Case in the Alert screen.
Navigation Bar
The Navigation bar contains several different controls, as described in the table:
Table 1-18 Navigation Bar Controls in the Case Screen
| Element | Description |
|---|---|
|
Back to List |
Use this button to leave the Case screen and return to the Filter or Browser screen. |
|
Showing X of Y |
Use this control to move between cases. The outer two buttons will take you to the first of the last case in the list, respectively. The inner two buttons will take you to the previous or the next case in the list. The caption between the buttons shows you which case you are on, and how many cases there are in the list. |
|
Help |
Use this button to launch the online help for the Case Management user application. |
Summary Pane
The Summary pane is divided into three sections:
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The Current State section at the top of the panel displays the current state and derived state of the case, as well as the name of the user who last changed the state of the case, and when it was changed.
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The Available Actions section contains the controls for editing the case. The controls available may appear different to the ones shown here, because they depend on the state of the case and your security permissions.
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The Summary section contains further information about the case. You can choose whether to show the minimum summary information or the extended version.
There are three buttons at the bottom of the pane:
Note:
The Edit Case button is privileged functionality. If you do not have the correct security settings, you will not be able to see the control at all.
Table 1-19 Buttons in the Summary Pane
| Element | Description |
|---|---|
|
Edit Case |
Use this button to edit the case details. |
|
Show More |
This button is displayed when the minimum summary information is shown. Press it to see the expanded summary information. |
|
Show Less |
This button is displayed when the extended summary information is shown. Press it to see the minimum summary information. |
Results Pane
The Results pane is split into an upper and a lower area. The upper area displays the alerts associated with the case, and the lower area displays the audit trail for the case.
Your results pane may have a different layout, depending on how it has been configured.
The tabs at the bottom of the Audit Log pane can be used to filter the information so that only comments, or attachments, or state history are shown. State changes in the audit trail cannot be edited, but comments and attachments can be edited and/or deleted from this screen.
Leaving the Case Screen
From the Case screen, you can move to the Alert screen, or return to the Filter or Browser screen.
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To move to the Alert screen, double click on one of the alerts associated with the case.
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To return to the Browser or Filter screen, click on the Return to List button. You will be returned to whichever screen you originally used to entered the Case or Alert screen.