To apply an action to an ASB case

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The procedure to apply an action to an ASB case is as follows:

  1. Using the Advanced search spy-glass (), select ASB Case as the Search for and Search by category, and enter the Case Reference as the search criteria 1.
  2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The ASB Case Details window is displayed.
  3. Click on Case Actions. The ASB Case Actions window is displayed.
  4. Using the Select action drop-down field, select the desired progression stage for the ASB case 2. Each progression stage option is summarised in the table below.


Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, category, company, status) to ensure that the correct ASB case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 System validation rules ensure that only those options appropriate to the current progression stage of the ASB case are available for selection.


Field

Description

Next Step

Close Case

The formal closure of an ASB case file, following agreement with the complainant, victim or witness, and in accordance with local policies and procedures.

This requisite step is covered separately in the topic To close an ASB case.

Cancel Case

Applied in the instance where the case is no longer valid e.g. a complainant reported the incident to two different housing officers, resulting in a duplicate record being created.

This requisite step is covered separately in the topic To cancel an ASB case.

Hold Case

Applied in the instance where a live ASB case is to be placed on hold.

This requisite step is covered separately in the topic To place an ASB case on hold.

Release Case

Applied in the instance where an ASB case currently on hold is to be returned to live status.

This requisite step is covered separately in the topic To release an ASB case currently on hold.

Reassign Case

To transfer ownership of an open case from one officer to another, including the overarching managerial responsibility.

This requisite step is covered separately in the topic To reassign ownership of an ASB case.

Take Ownership

Where automatic ownership of an ASB case has defaulted to a specific role, any assigned member can assume responsibility for its onward progression.

This requisite step is covered separately in the topic To take ownership of an ASB case.


See related topics...

ASB case progression management overview

To close an ASB case

To cancel an ASB case

To place an ASB case on hold

To release an ASB case currently on hold

To reassign ownership of an ASB case

Using the search facility