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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 *

Open(10)

Sent

Archived

Closed

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 view case 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, new case 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.

Read more...

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.

Read more...

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...

Archived List

If you have an Archived list:

Read more...

Closed List

If you have a Closed list:

Read more...

What do you want to know?

Why are some of the lists not displayed?

Why can't I edit case details?

Why can't I see a particular case or message?

How do I change which columns display in the lists?

How does the configuration of the system influence what is displayed in my Open list and Inbox?

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