To view all assigned ASB cases

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The procedure to view all assigned ASB cases is as follows:

  1. Navigate to Home (), if not already active. The default Home tiles are displayed.
  2. Click on Cases and Tasks 1. The Cases and Tasks window is displayed, expanded to full screen, revealing a list of all active cases (and tasks) to which the end user has been assigned some degree of ownership, subdivided by SLA status: On Target, Warning or Overdue 2.
  3. Click on Switch View. The active cases (and tasks) are displayed in the summary table, identified through the Type column 3. Certain fields are worthy of special note and are captured in the table below.
  4. Using the results filter drop-down field, select an alternative user account in order to display only those cases that are assigned to them 4.
  5. Optionally, to analyse further details in respect of the case, highlight the corresponding row and click on View Summary. The Case Summary window is displayed, revealing all information pertinent to the case; click on Close.
  6. Click on Collapse.


Note

1 The availability and customisation of all Home tiles is controlled separately for each end user via their unique system profile.

2 By default, only those ASB cases that have been assigned to the end user directly, or via managerial responsibility will be displayed.

3 To return to the default view, with all active cases (and tasks) displayed in columns according to their SLA status, click on Switch View a second time.

4 This option is particularly useful for team leaders, to analyse the current workload allocation.


Field

Description

Type

The category of assignment and module area from which it was originated e.g. ASB Task or ASB Case.

Id

The unique internal reference number for the ASB case (or task).

Assigned To

The allocated owner of each ASB case (or task), specifically an individual end user account.

Ownership Type

The route by which the active user has been assigned to the ASB case (or task) i.e. Named Owner, Role Owner, Manager or Escalation Owner.

Contact

The primary contact linked to the ASB case (or task).

Description

An explanation of the ASB case (or task) being progressed.

Status

The current progression status for the ASB Case (or task) e.g. Open, In Progress, On Hold, etc.

Start Date

The date on which the ASB case (or task) was formally started.

Target Date

The SLA target completion date for the ASB case (or task), derived from the subject definition.

SLA

A colour code indicator to summarise the status of each case relative to the target date (Green - Amber - Red). Green = The case (or task) is on track; Amber = The warning days limit set for the case (or task) has now been reached; Red = The target date set for the case (or task) has expired.


See related topics...

ASB case progression management overview

To reassign ownership of an ASB case

To define the user profile