Overview
Case Manager provides increased efficiency to the auditing process through streamlined workflows that are fully customizable by the organization. The navigation element that allows users to quickly parse by assignments, audit types, auditors, and status creates high visibility for the audit manager. Another customizable feature is the audit process, which improves accuracy for the entire team through standardization. Better yet, Case Manager does not require user maintenance because it’s a SaaS product. As a result, Case Manager provides a secure, streamlined audit process that allows you to instantly see the performance of your audit program, its impacts, potential challenges, and individual and team performance.
Case Manager was purpose built to be flexible and adaptable to many types of business cases where work is assigned, tracked and managed. How you use Case Manager and the values of certain fields may be different depending on your organization’s set up.
Sign In
All Audit AwareTM user accounts are created by your organization’s administrator. Please contact your administrator if you need access.
Case Manager is accessed via Audit AwareTM single sign-on.
Single Sign-on
https://sso.auditaware.app/login
If you have forgotten your password, use the Forgot Password link to receive an email with a link to reset your password.
Audit Aware Dashboard
After logging in via Audit Aware single sign-on, the dashboard will display the applications to which you have access. For example, only administrators will have access to User Management. Selecting the application link will take you to that application’s home page.
If you have access to more than one organization, you can switch between them using the organization selector. Click the dropdown and select the organization in which you want to work. This will change your organization for all available applications. If you only have access to one organization, only that organization’s name will be displayed and there is no drop down option.
You can switch between light and dark modes using the toggle. There are three settings. Light, Dark and System which will follow whatever your computer’s setting for light or dark mode. Digital Canvas defaults to System and will follow your computers setting.
Use the exit icon to log out.
Home Page
The default view for Case Manager is the Case List. You can switch between cases and subjects using the links at the top. The left hand column is an icon of the case type. The '>' symbol on the right will take you to the case details.
Creating a Case in Digital Canvas
If your organization is using Digital Canvas, cases will primarily be created from there. For information on Case Creation in Digital Canvas, see the User Guide: https://reasonconsulting.atlassian.net/wiki/spaces/AAKB/pages/3230924801/Digital+Canvas+Business+Insights+User+Guide#Create-Case
Creating a Case in Case Manager
To create a case in Case Manager, you must first have a subject. Navigate to the Subject List Screen. You can create a case for an existing subject by selecting the angle bracket on the right which will take you to the Subject Detail screen. If you need to add a new subject, use the plus sign on the bottom right.
Adding a New Subject
To add a new subject, select the plus sign on the bottom right of the Subject List Screen. This will open the Create Subject screen.
Subject Fields
Field Name | Description | Required? |
|---|---|---|
Subject Type | Categorization value of the subject. Default Values
| Y |
Parcel ID | This is the Real Property ID, a unique identifying number assigned to a parcel of land / address for identification and record-keeping. | N |
Unique ID | This is the Business Property / Taxpayer ID, a unique identifying number assigned to a business or individual for identification and record-keeping. This number remains the same if the business moves locations. | N |
Primary Name | The name by which the subject is primarily known. | Y |
Secondary Name | An alternate business name or secondary individual. | N |
Address | Street Address of the subject and case. | Y |
City | City | Y |
State | State | Y |
County Name | The county in which the subject is located. | N |
Jurisdiction Name | An alternate jurisdiction value if applicable. | N |
Primary or found email address for the subject. | N | |
Website | An organizations website. | N |
First Year Opened | The first year an organization was established. | N |
NAICS | An organization’s NAICS code. | N |
When you Save, you will get a subject created successfully message and will be directed to the Subject Details screen.
Cancel will close the dialogue.
Subject Detail
The Subject Detail screen shows all available values for a subject along with its associated case or cases. The subject may be edited using the Edit Subject button in the upper right. The Edit dialogue is the same as Create. You can add a case using the plus sign in the bottom right.
If a subject has multiple cases, either current cases of different types or historical cases, these will all be listed in the Cases section.
Adding a Case to a Subject
Selecting the plus sign in the bottom right of the Cases section will open the Create Case dialogue. Minimal information is required to create a case, only the Status and Case Type fields are needed.
Case Fields
Case Information | |
Status | Workflow status for the case. Can be customized. Default Values:
|
Case Type | Type of work to be done on case. Can be customized Default Values
|
Case Cycle | Frequency / Timing of the case. Can be customized. Default Values
|
Case Schedule Date | Appointment date for the case. |
Confirmation Sent Date | Date appointment confirmation sent. |
Documents Received Date | Date all requested documents for the case have been received. |
Assignee | Person assigned to the Case. |
Subject Location | |
A case will default to the same address as the subject. However, a case may have different address information. Deselecting ‘Location Same as Subject’ will allow you to enter a case specific address. For example, one business may have cases at multiple locations. | |
Address | Address |
City | City |
State | State |
Zip | Zip |
Parcel ID | This is the Real Property ID, a unique identifying number assigned to a parcel of land / address for identification and record-keeping. |
Primary / Secondary Contact Information | |
Address | Address |
City | City |
State | State |
Zip | Zip |
Address | Address |
City | City |
State | State |
Zip | Zip |
Address | Address |
Result | The final result of the case. Can be customized Default Values
|
Results Letter Sent | Date results sent to case contact(s). |
Review Completed On | Date of managerial / supervisory review. |
Reveiw Completed By | Person who completed the review. |
Fees | |
Fee Size | Size value which can be used to determine Fee Amount. |
Fee Amount | Charge for the case. |
Fee Invoiced on | Date of invoice sent for the case. |
When you Save, you will get a case created successfully message and will be directed to the Case Details screen.
Cancel will close the dialogue.
Case Detail
Selecting the '>' on the right end of the case line will open the Case Detail Screen. Case Detail shows all available values for a case. The case may be edited using the Edit Case button in the upper right. The Edit dialogue is the same as Create. You can also add or view Notes and Attachments on this screen.
Edit a Case
Selecting Edit Case in the upper right will open the edit dialogue. The fields are the same as Create Case.
When you Save, you will get a case updated successfully message and returned to the Case Details screen.
Cancel will close the dialogue.
Add a Case Note
Selecting + Add Note will open the dialogue to add a note to the case.
When you Save, you will get a note created message and will be returned to the Case Details screen. The note created message is closed manually at this time.
Cancel will close the dialogue.
Adding a Case Attachment
There are two ways to add an attachment to a case. First, is to drag and drop the attachment into the Attachments area. Second is to select ‘+ Drag & Drop or Click to Select Files’. Drag and Drop will add the file using the file name. Click to select will open a dialogue to select the attachment you wish to add. Select the attachment, then Open to add it. Attachments can be any of the usual variety: Pictures (JPEG, PNG), Word, Excel, PDF, Text, etc. Cancel will close the dialogue.
Attachment List
Viewing a Case Attachment
An attachment can be viewed by selecting either the Download or Open in New Tab icon on the right end of the line. Ensure that you have pop ups enabled. Download will place a copy of the file on your computer. Open in New Tab will open the attachment in a new tab. Non-picture attachments will download regardless of the method selected. However, depending on your computer’s setting, your experience may differ.
Customizing the Case & Subject List Screens
You can change and customize the view on the Case and Subject list in a variety of ways. If you adjust the row height, columns, or apply a filter, your settings will be saved and it will display the same selections on your return. For example, you could filter for cases only assigned to you.
You may also adjust the column widths by hovering over the column header and using the side bar to widen or narrow the column. You may also sort the view in ascending or descending order using the arrow after hovering over the header. These changes are temporary and will reset anytime you refresh or leave the list.
Row Height
You can change the row height using the Density selection. The three options are Compact (Narrow), Standard (Normal) or Comfortable (Wide). Here is an example of the narrow arrangement.
Columns
You can change which columns you see on the screen using the Columns selection. Blue slider on the right means the column will be shown. White and slider to the left means the column will be hidden. Use the right hand scroll to view the rest of the columns.
Filters
You can filter your results using the Filters selection. This will open a dialogue for your selections. You can apply one or multiple filters which are additive. For example you may filter for cases assigned to you and in a Status of ‘To Do’. To add a new filter line use ‘+ Add Filter’. To remove it, select the ‘X' next to the line. A number will appear above the filters option showing if and how many filters are applied to the list. Note that you can only use the same operator for multiple filters. In other words the filter criteria must all be AND or OR for your selections. 'Remove All’ will reset all filter selections.
