Department cases

Department cases is a tab under Inbox.

Department cases shows cases that the department that is selected in the Navigator has to work with.

Pink cases are messages, yellow cases are actions and blue-gray cases are hearings.

Options

  • Register new message: Select a message form to register a new message. Opens the Edit message page. The message forms are displayed as individual buttons if there are up to 4 different forms. If there are more, the button Register new message must be pressed first. This opens a list of all active message forms.
  • All messages drop-down menu: If you select a message form, only cases originating from such a form are shown.

Icons

  • and Change page: The arrows are used to change the page when there are more than 20 cases that can be displayed in the table.
  • and Sorting: The table is sorted by the column with the . Click on to sort on another column.
  • , , Priority: Symbolize low, medium and high priority respectively.

Main table

When you click on a line of the main table, the selected case will open in its handling page. Messages open in the Message process page, actions open in the Action process page and hearings open in the Reply to a hearing page.

  • + Extra Information and History: Hold the cursor over the + symbol to get more information about the case. Currently, only for messages and actions.
  • Message form: Which message form was used to create the case.
  • Registered: The date when the case was registered. For messages when they were registered, for actions when they were created.
  • Due: For messages this is the handling deadline, for actions this is the execution and approval deadline.
  • Description: For messages this is the text in the first text field of the message, for actions this is their name.
  • Priority: , , symbolize low, medium and high priority respectively. For actions, this is the priority of the attached message to them with the highest priority.
  • Status: The status of the case.
  • Registered on department: The department where the case was originally registered.
  • Current case handler: Depends on the type and status of the case.
    • Messages:
      • Blank: The case is registered on this department and no responsible person has been assigned to it.
      • : This user is the assigned responsible person for the case.
    • Actions:
      • With status «Under planning»: The name of the user who has created the action and has the main responsibility for it.
      • With status «Under execution»: The names of the users who will execute the action.
      • With status «Under approval»: The name of the user who has created the action and is responsible for approving it.
    • Hearing:
      • With status «On hearing»: The names of the users who will participate in the hearing.
      • With status «For approval»: The name of the user who will approve the hearing.

Which cases are shown in the table?

  • Messages sent to a user in the department which is selected in the Navigator via Send to case handler under Message process or via the Early case process under Edit message.
  • For managers:
    • Messages registered on the selected department if that has a manager, that have not been assigned to another responsible person.
    • Messages registered on a subordinate department, where there isn’t a manager and have not been assigned to another responsible person. Messages registered on departments without a manager will be moved upwards in the organisation hierarchy and will appear in the Inbox on the first department above that has a manager.
  • Actions under planning created by a user of the department.
  • Actions under execution that will be executed by a user of the department.
  • Actions for approval that will be approved by a user of the department.
  • Hearings that are on hearing in which a user of the department will participate.
  • Hearings that are for approval which a user of the department will approve.

Please note that messages other users have registered which were made with message forms that have a role with the “See messages” limitation, will not be shown here unless the logged in user has the same role or the system role See all messages attached to him / her or to the user type the user is logged in with. Messages which the user himself / herself has registered will be shown.


Last modified April 9, 2024: Updated some Inbox help pages (bc1741db)