The main Case Grid displays information for each case. Information that is to be displayed is determined by each user in the system. Each user can have their own unique view and see the information that is most helpful or relevant to them. To manage / create a new view you can click on Views located in the upper right part of the Main Case Grid.
- Views: By clicking on Views button this will open the Add View screen where you can add views in which you can choose the columns you want to see in your cases main screen.
Each user has the capability to create their own custom view. This allows them to pick from all the information collected on the intake and display up to 20 columns on the Main Case Grid. The columns can not be re-ordered and will show up in the order that they appear in the drop down.
- Add View: Just click on Add button it will open a popup where you can hide or view the column by simply selecting from the details list. Fill the required fields like caption and confirm your changes. Once you have all of the columns you wish to see on the main case grids, press the save button at the bottom right.
To add your view custom view you must enter a Caption / Name for it. Then you can select whether this will be the default view that shows up when you log in. The details drop down (see below) is where you will select the columns that you want to appear on the case grid.
Once you choose the columns that you want to show and click Save, this view will show up on the case views screen. On this screen you can see all the views you have created and switch between them or edit them.