Search Cases

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This menu item is used to search for Cases using the case number in order to view case information.

 

Click on "Search Cases" on the Menu.

 

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Select from the “Process Type” dropdown.

 

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Enter the case number.  Click on Search.  The search results will display below.  

 

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To see details of the case, click on “View”.

 

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The case details will be displayed.  

 

Click on the bold “View” buttons for additional information.

 

Case Tools relating to the case can be viewed in the bottom section.

 

Audit Trail – a list of all Processes performed in the case, by Date and Time, the Action, who it was performed by, and Comment.

Documents – all attachments for the case.  These can be viewed or deleted.

Case Notes – all notes made on the case.  These can be printed.

Case Emails – all emails pertaining to the case.  They are listed by “Waiting to be Emailed”, “Sent Items” and “Case Email Items”

Tasks – Tasks can be sorted by Overdue, Due and Completed.  Tasks can be added

Meetings - details of any meetings scheduled through the case

Checklist - the checklist that was completed on the case

Allegations - the description of the case

Suspension - any suspension details of the employee linked to the case

Key Elements and Suggestions - the selected procedure, sanction and suggestions on how the case should proceed

 

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