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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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