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Case File Overview

Click on the start page on Case overview.

In the Case overview you get an overview with facets of your cases. You see the result list of d.3one. This also gives you access to all context actions registered there, such as the Excel export.

In addition, all terms for the cases shown are displayed in a further table. These can also be facetted or filtered, grouped and sorted using the table's own functions. For more information on how to use the table, please refer to the user manual of d.3one.

Additionally, the corresponding tasks can be displayed for the filtered cases for which the user is responsible.

Searching cases

You can use the search function to browse the current cases.

Moreover, the following wildcards are supported:

  • ?

    A question mark replaces any character. Example: The entry "dvel?p" also returns all entries with the word "dvelop".

  • *

    An asterisk replaces any number of other characters. Example: The entry "*elop" also returns all entries with the word "dvelop". The search *v* returns all matches containing the letter "v".

Searching cases using facets

The faceting allows you to do a filtering of the current cases with so-called facets. This allows you to display only cases with a term of 30 days, for example.

Which facets are available to you as a user can be configured by an administrator.

This is how it works

  1. Click on Further facets.

  2. Select the facets you want to use for the search from the list. To do this, enable the checkbox.

  3. Enter the search term in a facet field. You can separate multiple search terms with a semicolon or use the selection boxes.

  4. Under Cases you see the cases matching the search. If you do not enter a search term, you will see all cases.

Exporting cases

Cases displayed under Cases can be exported as Excel- (XLSX) or CSV-file.

This is how it works

  1. Click on the button image2019-8-30_14-43-3.png.

  2. Select the cases you want to export.

  3. Again, click on the button image2019-8-30_14-43-3-1.png. This is now directly above the table.

  4. Save the file on your device.

Note

You can export the terms on the same way.

Displaying the tasks

In the case overview, tasks can be displayed according to the task list for which the user is responsible.

Simply click on the button image2020-6-29_10-48-45.png. Each time you click on this button, the task list adapts to the case list without having to open it again.

Note

For this purpose, responsibility rules must first be created.