Lab - Working with the grid

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You have multiple cases in the system. You need to use the grid and Case List criteria functions so that you can change the Case List to show you what you need to see.

Quick grid filter

Exercise 1

  1. Click the Filter button on the main Case Manager toolbar. A blank row appears below the column headings in the Case List.

    2. If the blank row was already present, clicking the icon makes it disappear. Simply click the icon again to return it.

  2. Under the Client column heading click the filter icon and select Starts with. Type the letter G in the search box and click the Filter button again. Only the clients with a last name starting with G will be displayed in the Case List.
  3. Delete the letter or click the x next to the filter icon to make a full list of clients return.
  4. You can quickly sort the list by client. Simply left-click the Client column header.

Filter with the Case List Criteria

Exercise 2

  1. Click the Case List Criteria button .
  2. Click the Filter tab.
  3. Click ... next to the Employee heading.
  4. Click next to David Leckenby and Sue Thomas. This will select only the cases assigned to David and Sue.
  5. Click OK.
  6. Click ... next to the Category heading.
  7. Select only the categories (and hence, cases) related to Workcover. This includes Workcover WA, Workcover NSW, etc.
  8. Click OK.
  9. Click ... next to the Bill to heading.
  10. Click Allianz and click OK.
  11. Click OK  at the bottom of the Case List Criteria window.

You should notice that the number of cases has reduced. You have now filtered the list of cases to show only Workcover cases that send bills to Allianz and are assigned to David or Sue.

To continue with the training, you will need more than just these few cases in the Case List. So you need to clear this filter.

Open the Case List Criteria again and at every dropdown list you just changed click None and OK. Click OK at the bottom of the Case List Criteria window to update the list.

Columns and the Case List Criteria

Exercise 3

  1. Click the Case List Criteria button .
  2. Select the Columns tab.
  3. Locate Contact - Bill To in the Available Columns list on the left hand side.
  4. Expand the directory tree by clicking the tiny icon at the left of Contact - Bill To (this could be a triangle or another shape).
  5. Select Company name.
  6. Click >>in the middle of the window. This will move Company name from the left hand side list to the right hand side, hence adding this column header to the grid.
  7. To remove a column header, select it in the Selected Columns list and click <<. It will move back into the list of available columns.
  8. Click  Save at the bottom of the window.

Notice that there is now a Bill To - Company name column in the Case List.

Adjust column widths

Exercise 4

  1. At the Case List place the cursor over any line separating column heading names.
  2. A double arrow splitter will appear. Drag the splitter to adjust the width of the columns.

Save a simple view

You can save the settings at the grid and Case List criteria as a collection, so that you can quickly change the way you are looking at the list by applying the saved collection. We are going to design a view to show case status.

Exercise 5

  1. Click the Case List Criteria button .
  2. Click the Save tab.
  3. Click New on the right hand side.

    4. This creates a new saved grid view with a generic title.

  4. Enter Status report for the name of this view in the Description box at the top.
  5. Click Save Now.
  6. Click the Columns tab
  7. Locate Case Info as in step 3 of exercise 3 above and select Case Status.
  8. Click >>.
  9. Locate Documentation and select Date of last document.
  10. Click >>.
  11. Return to the Save tab and click Save Now to save the last changes into the saved view, then click  Save at the bottom of the window.

Now that you have saved the view you can return to it later.

To load a different stored view, select the view's name and click Load. This will apply the saved view to the Case List grid.

Optional task

Create your own list view, save it as above, then practice flicking between the two views.

You will notice that it is much easier to use saved views rather than changing the settings every time you want a different view of the Case List.

Grouping according to a column

Exercise 6

  1. Drag and drop the Category column heading into the open section above the column headings.
  2. The columns are now grouped into a tree structure, with one collection per category. To remove, simply drag the column back down into the grid .

For example, such grouping can be based on case status. All cases with the same status will be grouped together.

So now you can perform some basic grid operations on your list of cases at the Case List. The next step is to print and export your list as a report.

Next: Lab - Print and export

Case Management

The Case List

Case information

Contacts and cases

Lab - Working with a case

Understanding the grid

Lab - Working with the grid

Lab - Print and export

Quick quiz