To view an ASB case summary

The procedure to view an ASB case summary 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 Summary. The Summary tab is activated, revealing a list of all chronological activities undertaken or planned within the ASB case in graphical form.
4. Use the Expand Timeline () and Contract Timeline () icons to control the scale of the chart; use the Left () and Right () scrolling arrows to navigate between adjacent events along the timeline.
5. Alternatively, click on Switch View. The events on the timeline are displayed in the ASB Case Summary table 1. Certain fields are worthy of special note and are captured in the table below 2.
6. Click on Close.

Tip

1 By default, all events are displayed in chronological order (most recent at the top); to aid analysis, rows can be reordered by clicking on any of the available headings.

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 To return to the default view, with all events displayed in graphical form, click on Switch View a second time.

See related topics...

ASB case progression management overview

Using the search facility