Quick Search – Search data from the Case tab using characters. The following are the steps to use the Quick Search function: 1. Go to the ‘CASES’ tab and click on the ‘Quick Search’ icon in the upper right corner.
2. ‘Quick Search’ will expand to a text box.
3. Enter a minimum of 3 characters in the search box and click the magnifying glass.
Quick Search will search for cases based on the criteria previously set up in the Setup menu. (Setup > System Setup > Quick Search > Case Quick Search)
For example:
a) When searching with alphabetical characters, the results will match from the ‘Name’ field.
b) When searching with numerical characters, the results will match from the ‘Mobile’ field.
4. The ‘Case Quick Search’ results are based on the pre-selected field preferences from the ‘System Setup’ in the ‘SETUP’ tab and can be customized for your needs.
5. The user can customize the fields for preferences in the ‘System Setup’ under the ‘SETUP’ tab for ‘Quick Search’ as needed.
Cases List – All Cases – showing all cases available in the system other than cases available in Trash and Archive SFA Folder.
The following are the steps for viewing the Cases List: 1. Navigate to the ‘CASES’ tab, where you will find the Cases List – All Cases.
2. Data can be sorted in ascending or descending order by clicking on the field title. When the user clicks on the field title, cases will be arranged in descending order.
3. And when the user clicks on the field title again, the cases will be arranged in ascending order.
4. The left side panel consists of links for easy access. 5. By using the ‘Search’ link, users can search for cases with different filters.
6. There is a ‘Search and Create’ New link. If you search and cannot find the case, you are looking for you can create a new one directly from this link.
7. By clicking on the ‘Recent Case link, users can view the five most recently opened case.
8. There is a feature of submitting a case. By clicking on the ‘Add Case’ link, the system will display a list of available forms with various types of fields, through which users can submit a case.
9. There is an option to view the list of available SFA Folders in the system. By clicking on the ‘SFA Folder’ option, the system will display all SFA Folder lists along with the total number of case available in each SFA Folder. Additionally, users can search for specific SFA Folders using the search feature.
10. There is also an option to view the list of available Pipelines in the system. By clicking on the ‘Pipeline’ option, the system will display all pipeline lists along with the total number of cases available in each pipeline. Additionally, users can search for specific pipelines using the search feature.
11. On the right side at the top, there are additional icons. 12. Users can customize the fields and arrange the specific display of the page using the ‘Display’ option.
13. There is a ‘Filter’ feature so users can refine the displayed data by filtering specific information from all cases.
14. Users can export specific data from all cases using the ‘Export’ option. The exported data will be based on the selected date range.
15. Clicking on ‘Print’ allows users to print the current page. The print feature will print the data according to the selected display settings.
16. There is a ‘Quick Search’ feature where users can search for data across all cases.
17. At the bottom of the page, there is a feature to adjust the number of cases displayed per page from the ‘Display’ dropdown menu.
18. The ‘Display’ dropdown menu offers six options to set the number of entries for the Display List. a. 10 b. 20 c. 25 d. 50 e. 75 f. 100
19. After selecting an option from the ‘Display’ dropdown, the system will arrange and display the entries on one page according to the user’s selection.
20. Additionally, the pagination of the cases list will be adjusted by the system according to the selected option. For example, – If the user selects 10 entries per page, the system will display 10 entries per page, and the data will be distributed accordingly.
– If the user selects 50 entries per page, the system will display 50 entries per page, and the data will be distributed accordingly.
21. The pagination will function according to the number of entries set, providing options for users to select a specific page or navigate directly to the first, next, previous, or last page.
22. By clicking on the double arrow ‘>>’ on the right side, users can directly navigate to the last page.
23. By clicking on the single right arrow ‘>’, users can navigate to the next page.
24. By clicking on the single left arrow ‘<’, users can navigate to the previous page.
25. By clicking on the double arrow ‘<<’ on the left side, users can directly navigate to the last page.
The Print feature is used to print specific data from the current page after applying any filters or search criteria. For example, if we are on the 2nd page and print the data, it will only print the data visible on the 2nd page, not all the data available in the listing.
The following are the steps to print data:
1. Navigate to the ‘CASES’ tab and click on the ‘Print’ icon.
2. After clicking on Print, a popup page will open displaying the current page data and various print options. 3. Select the print option from the ‘Destination’ field.
4. The user can also select the ‘Save as PDF’ option from the ‘Destination’ field and click on the ‘Save’ button. This will save the file to the requested location.
The Export feature is used to export specific data based on the creation date.
The following are the steps to export data: 1. Navigate to the ‘CASES’ tab and click on the ‘Export’ option.
2. Upon clicking Export, a pop-up window will open and you can select the ‘Period’ to export data from.
There are four options available: a. Last 10 days – This option is used to export data from the last 10 days.
b. Last 30 days – This option is used to export records from the past 30 days. c. Current month – This option is used to export records for the Current Month. d. Date Range – This option is used to export records for the selected date range within 90 days
3. To export data, select one of the first three radio button options and click ‘Export’, or for the Date Range option, choose the required dates and then click ‘Export’.
4. Records will be exported according to the selected option, and the CSV file will be saved in the designated location.
The Filter feature is used to create a list of specific data. Users can set a maximum of five filters by selecting from the available fields and applying them to the listing as needed.
The following are steps to apply customize filter for Cases listing: 1. Navigate to the ‘CASES’ tab and click on the ‘Filter’ option.
2. Upon clicking ‘Filter’, a pop-up page will open to create a new filter. a. Existing filters will be displayed under the ‘Saved Filters’ listing, if any are available.
3. Click on ‘Add Filter’ to create a new filter.
The following page will open:
4. Enter a filter name.
5. Select the field from the dropdown where the filter should be applied.
6. Apply the condition to set the filter.
7. Enter the value to set for the filter.
8. Select either the ‘Match All Filter Rules’ or ‘Match Any Filter Rule’ option according to your requirements.
There are three options: Back Save Save&Apply
9. By clicking on ‘Back’, you will be redirected to the first page of the filter.
10. By clicking on ‘Save’, the filter will be saved but not be applied immediately. It will display in the filter listing.
11. The system will generate a confirmation message that the filter has been created.
12. By clicking on ‘Save & Apply’, the filter will be saved under the filter listing and applied to the Cases list.
13. The system will generate a confirmation message, and the filter will be applied to the Cases list.
Below is the screen before the filter is applied.
Below is the screen after the filter has been applied.
14. Hovering over the filter icon will display the applied filter name.
15. User can view the filter criteria. a. Click on the filter again and hover the mouse over the view icon. b. Click on the ‘View Filter’ icon.
16. Filter criteria will be displayed. a. Only the ‘Back’ button will be displayed. b. The selection of fields and criteria will be greyed out and not editable.
17. User can edit the filter. a. Click on the filter again and hover the mouse over the edit icon. b. Click on the ‘Edit Filter’ icon.
18. The filter window will open with the existing criteria, allowing the user to modify the filter.
19. Users can apply multiple filter criteria simultaneously. a. Apply additional filter criteria and click on ‘Save & Apply’.
20. An updated filter will be applied to the Cases listing.
21. User can delete the filter. a. Click on the filter again and hover the mouse over the delete icon. b. Click on ‘Delete Filter’.
22. The system will ask for confirmation. a. Click on ‘Delete’.
23. The system will generate a confirmation message about the deletion of the filter.
24. Users can verify whether the filter has been deleted or not. a. Click on the filter once more. b. Check the listing; the deleted filter will no longer be available.
- Knowledge Base 
0
0
