AudaPadWebHelp > Managing Cases
Managing Cases
The Case Manager gives you an overview of the cases in each list and is your entry point for opening and working on a case. The lists available to you display as buttons along the top of the Case Manager. In the following example, the Case Manager displays the Inbox, Open, Sent, Closed and Archived lists. This is the full set of lists. You may see and be able to use all or some of these lists.
Inbox *
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Open(10)
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Sent
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Archived
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Closed
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The system always shows you the number of cases in each list and is updated when you open a list. If configured, the system displays * to show that you have received a new case. In the above example, the system shows that there are 10 cases in the Open list and a new case in the Inbox.
You can perform a search in any of the lists and further sort, filter and organise lists to match your requirements. Refer to Finding Cases for more information.
Open List
In the Open list, you can open a case and work on it by clicking from the Actions column. You can also use other buttons displayed in the Actions column to send, copy and close cases and further buttons, displayed along the top of the Case Manager, to perform actions on multiple cases. Refer to Performing Actions on Individual List Items and Performing Actions on Multiple List Items for more information.
The Open list contains:
- cases you have created.
- cases someone in your organisation has assigned to you.
- cases someone in another organisation has assigned to you. If you are an assessor,
will display in the AVDC column to denote that the case has been assigned to you by an insurer. You can print - all cases that you are responsible for i.e. cases assigned to you, cases automatically accepted for you, cases you accepted in the Inbox, cases you recalled.
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Notes:
- Any cases you assign to another user will be removed from your Open List and will not be available to you unless assigned back to you. Refer to Assigning a Case for more information.
- If configured, you can send a case more than once. Any cases you send will remain in your Open list.
- The configuration of the system determines whether you can see and edit the cases of other users in your organisation and any sub-organisations.
Inbox
If you have an Inbox as well as an Open list:
- Any cases sent to you will appear in your Inbox. You will have to accept responsibility for each case in your Inbox to bring them into your Open list and work on them.
- Any messages sent to you will appear in your Inbox.
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Notes:
- If configured, the system will automatically accept responsibility for cases sent to you and place them in your Open list. In this configuration, your Inbox will only display messages.
- The configuration of the system determines whether you can see, accept, reject and forward cases sent to other users in your organisation and any sub-organisations and see and delete messages sent to other users in your organisation and any sub-organisations.
Sent List
If you have a Sent list as well as an Open list:
- Any case you send will be moved to your Sent list. Refer to Sending a Case for more information.
Read more...
Note: If you can send a case more than once, it will remain in your Open list.
Archived List
If you have an Archived list:
Read more...
Note: You can retrieve an archived case by clicking from the Actions column. The case will be moved to your Open list.
Closed List
If you have a Closed list:
Read more...
Note: You can reopen a case by clicking in the Actions column. The case will be moved to your Open list.
What do you want to know?
Why are some of the lists not displayed?
Which lists display depends on the configuration of the application and user rights. In some configurations, the full set of lists displays, in others, one or more of the lists are hidden.
Why can't I edit case details?
- You cannot edit case details in the Inbox. When you view a case in the Inbox, all details are locked and are displayed in read-only format. You can only edit a case if you accept responsibility for it. Refer to Accepting Cases for more information.
- In some configurations, your Open list will also display other users' cases. Depending on access rights, you might only be able to view these cases.
- If another user has downloaded a case to AudaPadPro, it will be locked in AudaPadWeb. If you have the correct access rights, you can unlock a case someone else downloaded. Refer to Unlocking and Reassigning Cases.
- Once repair costs are accepted, case details are locked and are in read-only format.
Why can't I see a particular case or message?
If you cannot see a particular case or message in a list, check the following:
- Is the Smart Filter active? If it is active, you will see
in red at the top of the list and the system will display the following message: Filters have been applied! You can deactivate the filter by clicking . - Is the drop-down box in upper right-hand corner of the list set to Show All? If not, click Show All.
- Are you viewing the correct list? Make sure you have selected the correct list using the buttons displayed along the top of the Case Manager.
Notes:
- If you assign a case to another user, you will not be able to see it in any of your lists.
- The configuration of the application also affects whether lists are shown and where cases are moved to and stored.
How do I change which columns display in the lists?
If configured, you can choose which columns display in the various lists. Click Customisation from the top navigation bar and make selections from Columns Shown in the Case Manager and Columns Shown in the Inbox.
How does the configuration of the system influence what is displayed in my Open list and Inbox?
If configured for your organisation, your lists and Inbox will also include other users' cases and messages. For example, in addition to the cases you are responsible for, your Open list might also include cases that other users in your organisation or sub-organisations are responsible for. In a similar way, your Inbox might also include cases and messages sent to other users.
The configuration of the system also determines whether you can perform actions on other users' cases and messages. For example, you might be able to re-open a case that was closed by another user in your organisation, accept or reject cases on behalf of other users or delete messages sent to other users.
What do you want to do?
Perform actions on individual items
Perform actions on multiple items
Check the status of a case
Edit a case
Copy a case
Search for a case
Close or re-open a case
Archive or retrieve a case
Unlock and reassign a case
Enter administrative data
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