Name: Locate an existing case
Identifier: UC 01
Basic course of action
- User logs in to CiviCRM
- User clicks on CiviCASE.
- User sees a dashboard containing a listing of cases in which the user has the role of coordinator. (These are the most common cases that the user will want to work with).
- Expanding the list of cases displayed could include:
- all "open" cases
- all cases (including closed ones)
- all cases (including deleted / archived / duplicate ones. This privilege may only be extended to certain key users)
- Searching for a contact should include in the results a list of cases where that contact has an active role (this doesn't seem to be true in 2.1)
- User can click "view" on any of these listed cases, or expand the listing to include a larger universe of cases.
- System displays the case as a collection of the important "cached" variables, plus a sorted list of the activities associated with the case, in reverse date order below the cached variables.
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