Case Utility Fields

The following fields are found in the Case Utility and Case Action panels.

Image of Case Utility panel Results with icons called out

  • Number: Enter the case number.
  • Tag: Enter a tag. A tag is a free-form label for the activity a case is associated with. This is not a required item, but can be useful in tracking and organizing large projects that include many different cases.
  • Accepted Date From: Enter the beginning date when the case is accepted or select the date using the calendar icon.
  • Accepted Date To: Enter the end date when the case is accepted or select the date using the calendar icon.
  • Project Code: Select a project code from the drop-down list.
  • Status: Select a case status from the drop-down list.
  • Case Type: Select a case type from the drop-down list.
  • Sub Type: Select a case subtype from the drop-down list.
  • Public Access Cases: Select the check box to include Public Access cases.
  • Search: Select to search for records matching the search criteria.
  • Clear: Select to clear all search criteria.

  • Filter records: Tap to quickly filter the list of fields in the panel.

  • Actions: Select to perform an action on the selected case(s).

  • Column Menu: Tap to modify the columns shown on the panel.

Case Utility Results Fields

  • CaseId: The case ID of the returned results.
  • Case Number: The case number of the returned results.
  • Case Type: The case type of the returned results.
  • Sub Type: The case subtype of the returned results.
  • Tag: The case tag of the returned results.
  • Status: The case status of the returned results.

Select one of the following options after selecting the case(s) in the search results:

  • New Case Type: Select a new case type from the drop-down list.
  • New Subtype: Select a new subtype from the drop-down list.
  • New Case Number: Enter a specific case number.
  • Change Case Status To: Select a new status from the drop-down list. This changes the selected case(s) to the new status.
  • Use Case Number Next In Sequence: Select to use the next case number in the sequence.
  • Remove Parent/Child Relationships: Select to remove any parent/child relationships from the selected case(s).
  • Delete Case And Associated Data: Select to remove any associated case data from the selected case(s). If a case has a status of Done, it cannot be removed through the Case Utility tool.