View Case

View Case screen will have 3 sections:

Case Summary

Read-only display of most important case "data". May include:

Client Name
Case Type
Status
Relationships - click to pop-up a list service providers and their "roles" (? need to decide on terminology here )
?? Most Recent Activity (type / date)
?? Next Scheduled Activity (type / date)
???

>> Case Review [- select review type -]
This action button triggers automated review of completed activities relative to the "requirements" for this case type - and displays the results in the Case Review screen.

Activity Filter

Compact "search form" with filter criteria for case activity listing. Allows case managers / service providers to list subsets of activities in the case. Filters may include:

Activity Category
Activity Type
Activity Status
Created By (contact)
Assigned To (contact)
From / To (date range)

Default filter values might be set to show "upcoming" scheduled activities for the next 14 days.

>> New Activity [- select category - ] [- select activity type -]
Action button links to New Activity form for the selected activity type.

Activity Listings

Filtered list of activities for this case.
(Need to review current Activity Listing columns and see what changes if any are needed.)