The procedure to view all assigned ASB cases is as follows:
), if not already active. The default Home tiles are displayed.
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. Certain fields are worthy of special note and are captured in the table below.
4.
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