Find out about the functions and fields in the Case Tracker table

The Case Tracker page lists all the consents you have ever had as a road manager. It shows a history of cases and enables you to search previous decisions.

Filter

You can filter your view using the tabs:

• Open
• My consents
• Closed
• All

Add tabs button - add tabs as required for various fields such as workflows, roads, regions, customers. This enables you to use various filters to view the case list.

Tab options

• Select the drop down toggle
• Select option:
  • Filter - change columns, clear all filters, prevent users personalising tab, revert to system level tab
  • Export - export current view or export all rows up to 10,000 records (CSV file)

Actions

• Select a case (or a number of cases) by checking the box next to the case number.
• Select the drop down toggle in the Actions box.
• You can then:
  • Assign the case to an individual
  • Allocate the case to a workgroup
  • Flag the case

This function can be used to complete bulk actions for workflow management.