View and manage cases from the People Screen!
Case View
To get started, simply click People in the header! The Cases option lets you view all your cases!
Employee List View
The Employees option allows you to view the list of all employees in the system. Selecting an employee lets you see the cases they are assigned as well as the case start and end date, status, and owner!
Business Trip View
The Business Trip option filters all business trip case types for easier searches!
💡Note: Learn more about the business trip view here!
Importing/Exporting
You can import and export your data here. Forget manual copy and pasting! Upload and download your data with just a few clicks!
Workload Board
View the status of all cases in the workload Board! You can expand and collapse statuses for a more dynamic view!
💡Note: Learn more about the Workload board here!
Search and Filtering
With filters, narrow down your searches by employee name, case type, date, location, and more!
To use your filters, click on the "Filter" button just beside the "Search" icon on the upper right side of the screen. With filtering, you can search and filter for records using the following fields:
Case type
Case status
From country
To country
Case owner
Cases starting
Cases ending
To remove the filters that you have added, select the "Clear" button just besides the "Apply" button on the Filters drawer to remove all filters applied to your list.
💡Note: Always check if you have filters in use, as only the records shown will be exported if you download them.