About the Case List
The Case List page displays all cases that users have access to at their current workflow step, whether being evaluated, managed, or administered. Cases appear or disappear based on access permissions for that step. Users can also view closed cases within their assigned unit or sub-units, provided the academic level is included on the final step and they are not individually recused.
About the Case List
Navigate to the Cases page to view a list of all all active cases. Click the Filter button to refine the list by unit, type, and status, or whether the case is active/closed. You may always select the ‘Reset Filters’ button to clear the selected filters.
When selecting a unit as a filter, you can choose to include child units. By default, the filter includes cases from the parent unit and its children/grandchildren.
Available Filters by User Role
- Unit Administrators/Case Managers: Unit, Type, Status, Active/Closed filters
- Committee Managers: Unit, Type, Status
- Evaluators: Type, Status.
You can perform specific actions from this page individually or in bulk. Select the checkbox(es) next to the desired case(s) to edit. This will open an ‘Actions’ toolbar where you can select to Notify Candidates, Send Cases Backward/Forward, Close Cases, and Add/Remove Statuses for the selected cases.
You can perform bulk actions, like filtering or notifying candidates, by selecting multiple checkboxes. Check out this article on how to Close, Reopen, or Delete a Case for further details.