Users can only see Standard Cases if they are either an Admin type user or a user with 'Create Standard Cases', 'Manage Standard Cases', or 'Manage Review Cases' permissions. Users only see cases for the locations to which they have access.
To view created cases, go to IntouchIntelligence.
Select Case Management in the menu to see the 'Open' case list.
To access a case list or an individual case, choose the relevant option from the left panel (Assigned to Me, Open, Due, etc.).
To view a case so that you can see all details, comments, and individual records, click on the case within the list.
Case Details
The left frame displays case details, including an overview, assignees, questions, and tags.
You can find information on case type, creator, creation date, and associated program and location.
Depending on your permissions, you may modify the case details, such as assigning, setting due dates, and updating status, or you may only be able to comment.
Comments, Records, and Linked Cases:
The right-side frame will, by default, display the Comments view. Using the tabs at the top of the frame you can view the associated record and any linked cases.
Comments Tab
When a comment or photo is added, a notification is sent to the assignee, as well as any user who previously commented on the case (but not to the user who is updating the case).
Comments/photos that have been added to a case are visible in the Comments view and can be sorted in ascending or descending order based on the date they were added.
Record Tab
When a case has been created from an individual record, the record details can be viewed in this tab.
| If you would like to leave the case view and navigate to the record, this can be done using the action menu in the left frame. |
Linked Cases Tab
When a case has been linked to other cases, you can view the list of linked cases and view any relevant comments and records, as well as link additional cases from the linked cases tab.
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