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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.





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