Cases Inbox View

About Cases Inbox View

In the Cases Inbox view, the list of cases that match the filter criteria appears in a pane on the left of the page. You can select a case in the pane to access the details of the case in the Case Details page.

By default, the cases inbox view is refreshed only when you select . However, you can enable auto-refresh for the view to be automatically refreshed in specific intervals by selecting the time interval in the drop-down list box next to . Disabling auto-refresh prevents new cases from loading until you manually refresh the queue.

Toggle the Cases Grid View

You can switch between the cases inbox and cases grid anytime while viewing the cases.

Procedure

  • To access the Cases inbox view:
    1. In the module navigation menu, navigate to Cases.
    2. Select .
      The currently filtered cases and information associated with the cases appear in a pane.
  • To switch back to Cases grid view, select .

Access Cases of an Asset in Cases Inbox

In the cases inbox, you can select an asset such that you can view the cases related to the asset. You can select multiple assets and the cases associated with the selected assets appear in the cases inbox.

Procedure

  1. In the module navigation menu, navigate to Cases.
  2. Select , and then select the case filter set.
    The cases inbox for the selected filter set appears.
  3. Select .
    The Asset Hierarchy pane appears, containing the list of assets in a parent-child structure.
    Note: The hierarchy contains all the assets for which you have access permission.
    Tip:
    • You can search for an asset within the hierarchy.
    • You can filter the assets based on its category.
      To filter the assets, perform the following steps:
      1. Select Filter.

        The ASSET CLASSIFICATION section appears.

      2. In the Select Asset Classification drop-down list box, select the category of the asset, and then select Apply.
  4. Select the check boxes corresponding to the assets for which you want the associated cases.
    Note: When you select a parent at any level in the Asset Hierarchy pane, the subsequent child elements are also selected by default.
  5. Select Apply.

Results

The cases inbox is refreshed, and the cases associated with the selected assets appear.

You can use the Filters icon () to apply your favorite filters to the list of alerts.

The selection persists, and it is available the next time you access the application.

Refresh the Cases Inbox

Refreshing the cases inbox retrieves the newly created cases and displays them in the inbox depending on the filter and sort criteria.

About This Task

You can refresh the cases inbox manually or specify a time interval for automatic refresh.

Automatic refresh updates the cases list at regular intervals depending on the time specified and displays new cases as they become available. Disabling automatic refresh prevents new cases from loading unless you manually refresh the list. The selection persists even if you log out and log in to the application.

Procedure

To refresh the cases inbox manually:

  • In the heading of the page, select .

To enable automatic refresh:

  • In the heading of the page, select the drop-down arrow, and then select the time interval when the inbox should be refreshed.

Results

The cases inbox refreshes and displays the latest cases.

To disable automatic refresh, in the heading of the page, select the drop-down arrow, and then select Off.

Generate a PDF Report for a Case

Before You Begin

You must have one of the following permissions to export the details of a case to a PDF file:
  • Cases
  • Create Cases
  • Edit Case Detail
  • View Case Detail

About This Task

You can export the details of a case to a PDF file. The PDF report contains the details of the case, and you can thereby easily print or share the information from that PDF. You can export the following sections of the Case Details page:
  • CASE INFORMATION
  • INTERPRETATION
  • ANALYSIS
  • EVIDENCE
  • NOTES
  • COST BENEFIT ANALYSIS
    Note: You can view the Cost Benefit Analysis option only if Cost Benefit Analysis is enabled for your tenant.
The charts in the ANALYSIS or EVIDENCE section appear as images in the PDF file.
Note:
  • If an analysis or evidence of a case contains multiple cards, only the charts of the first card appear in the generated PDF report.
  • A generated PDF report for a case can contain up to eight charts of an analysis or evidence.

Procedure

  1. In the module navigation menu, navigate to Cases.
  2. Select , and then select the case filter set that contains the case for which you want to generate a PDF report.
    A pane that contains a list of cases appears.
  3. In the pane, select the case that you want to export.
  4. In the Case Details page, select , and then select Export PDF.
    The Export PDF window appears.
  5. In the REPORT TITLE box, modify the name of the PDF.
  6. Select the sections that you want to include in the report.
    By default, all sections are selected. The Case Info option is unavailable for selection and by default, it is included in every report that was generated for the case.

    To cancel the selection for a section that you do not want to include in the PDF report, select the section to remove the check mark.

  7. Select Export.
    A message appears, indicating that the PDF report is being generated.

Results

The PDF file is downloaded on your computer based on the web browser setting.