Cases Dashboard
Purpose
The Cases Dashboard is designed to assist staff to manage their case workload by providing an overview of cases assigned, by type and stage. The pipeline is a visual representation of the number of cases at different work stages, and also serves as a filter when a section is selected.
When viewed from the My CRM menu, the cases dashboard is pre-filtered to show only cases assigned to the logged-in user. If system permissions allow, alternative user names can be selected from the My CRM For: menu.
When viewed from the Team CRM menu, the cases dashboard is pre-filtered to show all cases assigned to the team of which the logged-in user is a member. If system permissions allow, alternative (or all) teams can be selected from the Team CRM: menu.
Button Functions
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Filter Options
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Description
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Site
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Lookup to list of sites/cemeteries
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Stage
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Selection list of workflow stages
also actioned by selecting directly in the pipeline |
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Category
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Selection list of case categories: Client Feedback, Incidents, Works Requests
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Filter
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Filters the detailed list of cases according to selections made above
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Buttons
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New Case
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Opens new case entry screen
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Help
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CRM help menu
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