The Case List interface is the most integral area of the iinsight system and is used to create, edit and maintain cases by all users.

The case list itself is displayed in the left pane, along with robust search and administrative controls, allowing cases to be sorted and/or filtered, as well as allowing the user to add or remove cases according to the controls described below.

The 'New Case' Button is used to open the New Case Wizard, to create a new case

The 'Delete' Button is used to delete the case that is currently selected in the list.

The 'Billing' Button is used to open the New Billing Wizard to add a new activity or item cost to the selected case.

The 'Export' Button is used to generate a data file with all visible fields which can be downloaded from the Message Center, Saved Reports.

The data file is generated as a background process to enable the user to continue on with his/her work. Whilst the process is underway the 'Reports Downloaded' icon (top message center panel) will indicate the task is processing.

Once completed the 'Reports Downloaded' icon will become static. By clicking on the Message Center the user can retrieve the data file that has just been generated (as well as previously generated files) from the 'Saved Reports' section and the choice of application that the user wants to convert the file to eg. Excel or Word. The available applications will be highlighted, whilst unavailable applications will be greyed out.

The 'Display' Drop-Down Filter is used to select conditions for filtering the displayed cases. For example, if the user exclusively wants to view cases assigned only to themselves.

Comprised of the 'Search Terms Box', the 'Condition Filter Drop-Down', and the 'Search' button, these three interface controls are used together to determine specific criteria and filter the whole case list according to this condition.

Used to determine the fields displayed for each case shown in the case list.

Note that the last charge code used in a case can be viewed in the case list. If this option is required, set the Charge Code field to "enabled" from the Fields Edit function. Then move up/down to position the field in the desired location.

The right-hand pane contains detailed information relating to the currently selected case. It allows the user to view and edit information pertaining to: the client, case, costs, associated contacts, accounts, and plans, as well as logged documentation relevant to the case.

Administrators can search for entries in the case log across all cases. For example, administrators can search for all cases that had a service contract changed as per the below screenshot:

Case List Icons

Green: Case is Open

Amber: Case is Suspended

Red: Case is Closed

The case status can be changed in the Case List > Case tab.

When a case has been closed and it is reopened:

The opened date will be the ‘the date when the case is reopened’ not the date the case was originally opened as per the below example:

When reopening a closed case as ‘a new case based on the existing file’ the opened date will be “the date when the case is reopened” not the date the case was originally opened.