View your cases

When you first log in, the cases that appear are based on your Default View.

This Default View is either an Account Favorite created by your admin or a Favorite created by you and configured as your Default View in your Account Settings > System Settings.

See also: System Settings

To view a different Favorite, select the Favorites Menu, then select the target icon next to the Favorite you want to view.

See also: Create a Favorite

To view a Custom Search, select the Custom Search menu, then select the target icon next to the Custom Search you want to view.

See also: Create a Custom Search

To change the way in which cases display, select the View Menu, then select either Cards, List, or Charts, and select the target icon next to the view option you want to use. You can select from the Default View Options or create a Custom View or your own.

See also: Create a Custom View

Default View Options

By default, you'll see the following view options:

• Default Card
• Default List
• Bubble Chart
• Bar Chart
• Donut Chart

Default Card

The Default Card view displays the cases as a set of cards with each card showing the same set of case information. This includes:

• Case ID
• Unit Number
• Reason for Repair
• Servicing Location
• Estimate Total
• Status
• Stage Category  

The cases are categorized in columns by Stage Status.

You can click on a card to view more details on the case.

See also: View Case Details

On the right side of each card, you'll see the following icons:

	Opens the Editing Case page in your case management platform so you can edit the case.
	Marks the case as starred so that you can filter your cases by the star status. If the star icon is grey, the case is not starred yet.
	Takes you to the Notifications page where you can view any unread notifications related to the case. If the triangle icon is grey, there are no new notifications for the case.
	Opens the Case Notes page in your case management platform so you can read and add notes to the case. If the speech icon is grey, there are no notes for the case yet.

 

Default List

The Default List view displays the cases as rows in a table format with each row showing the same set of case information. This includes:

• Created
• Provider User
• Provider Status
• Fleet
• Unit
• Estimate Total
• Op Labor Hours
• Make
• Serial
• Elapsed Case Time
• Repair Order ID

The cases are sorted by earliest Created date with the first 10 cases displayed. If there are more than 10 cases, use the paging buttons in the bottom right to move through the cases.

You can click a column heading to change the sort order or select a different value from the Show dropdown in the top left of the table to display 10, 25, 50 or up to 100 cases at a time.

You can click on a row to view more details on the case.

See also: View Case Details

On the right side of each row, you'll see the following icons:

	Marks the case as starred so that you can filter your cases by the star status. If the star icon is grey, the case is not starred yet.
	Takes you to the Notifications page where you can view any unread notifications related to the case. If the triangle icon is grey, there are no new notifications for the case.
	Opens the Editing Case page in your case management platform so you can edit the case.
	Opens the Case Notes page in your case management platform so you can read and add notes to the case. If the speech icon is grey, there are no notes for the case yet.

 

Use the Search

List views include a search box at the top so you can perform simple search on cases by keyword.

Use the search box to search for a specific case or filter the cases displayed. For example, you can enter the case ID in the search box to find that specific case or enter a Status option, such as Diagnosing, to display only those cases with a Status of Diagnosing.

To use the search box, enter your search term and hit Enter.

Show/Hide Columns

List views also give you the option of showing or hiding columns on the fly without having to create a new Custom View.

To show or hide columns, click the Show / Hide columns button in the top right, then uncheck the columns you want to hide and make sure the columns you want to show remain checked.

The list view will update automatically based on your changes.

Bubble Chart

The Bubble Chart displays the cases in clusters separated by Stage Status color, so you can easily see how many cases are in each category

Bar Chart

The Bar Chart does as the name describes and displays the case in a clean bar graph by Stage Status.

Donut Chart

The Donut Chart displays the number of cases in each category group by Stage Status.