Summary of Changes

General

• The Subjects list and Subject Detail screen have been removed.

Case List

• Initial view is more concise with fewer default fields.

• Columns are grouped under Type, Subject and Case for clarity.

• Quick View buttons have been added to swiftly move between default views..

  • The ability to save a custom view will be available early next year.

• Column selection will now be remembered the same as filter selections so if you navigate away and come back, your view will be exactly as you left it.

Case Detail

• Layout updated

  • Subject detail at the top.

  • Additional sections now side by side for better visibility.

  • Edit added to each section.

    • All case fields are still in the same right hand view. These will be separated to be only the fields in the section early next year.

  • Edit screens widened to improve layout.

  • Notes text 255 character limit removed.

  • Case List section shows additional cases, excluding the one selected.

Reports

• This is where we will be adding standard reports along with the ability to create custom reports. We have included a sample workload report at this time.

Case List Quick Views

View Default

This list shows the most recently updated case for each subject regardless of status. There will only be one case listed per subject.

Open

View Active

This list shows only active cases, e.g. no completed or cancelled ones. If a subject has more than one active case open, it will list all of them. For example, Wet Whistle Whiskey Bar in the screenshot.

Open

Businesses

This list shows only businesses and only their one most recently updated case. Additional business information is included, NAICS, Email, and Website.

Residences

This list shows only residences and only their one most recently updated case. Additional residence information is included, Score and Parcel ID.

View All

This list shows all cases for all subjects with all columns available. The view is very crowded, but useful if you want to export a list of all cases with all fields.

Case Detail Updates

Sections layout

Sections have been place side by side to improve layout.

Edit Screen

Screens have been widened to improve layout.

Workload Report

This report shows a count of cases by subject type, case type, then status. It is a quick sample and additional reporting functionality will be available no later than mid-2025.