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Difference between revisions of "ARCSIS TrackMyCase"

(MAIN FEATURES)
 
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==OVERVIEW==
 
==OVERVIEW==
  
<big>'''The My Case Dashboard is an online application provides Worker to track their case information and to review overall activities on those cases. The worker can easily analyze the Payment information – who are paying, who are not paying; Action Items – action items for the cases; Data Quality Issues – who are having good address, employer and who are not having; Locate information – which case’s NCP/PF are located and who NCP/PF’s are not located; Establishment & Establishment – active remedies and their specific activity; Alerts – what are the alert assigned to the case worker and what are the alerts assigned for the cases assigned to the case worker. Using this, the worker can easily analyze their own work ability and performance.'''</big>
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The My Case Dashboard is an online application provides Worker to track their case information and to review overall activities on those cases. The worker can easily analyze the Payment information – who are paying, who are not paying; Action Items – action items for the cases; Data Quality Issues – who are having good address, employer and who are not having; Locate information – which case’s NCP/PF are located and who NCP/PF’s are not located; Establishment & Establishment – active remedies and their specific activity; Alerts – what are the alert assigned to the case worker and what are the alerts assigned for the cases assigned to the case worker. Using this, the worker can easily analyze their own work ability and performance.
 
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[[File:Overview.png]]
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==SELECT FILTERS==
 
==SELECT FILTERS==
  
'''[[1.1 Report Level (Worker / State / Area / Region / Office)]]'''
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[[File:filter icon.png| 30px]]
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[[1.1 Report Level (Worker / State / Area / Region / Office)]]
  
'''[[1.2 Worker popup]]'''
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[[1.2 Worker popup]]
  
'''[[1.3 Filter By (Reviewed / Not Reviewed / Follow-Up)]]'''
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[[1.3 Filter By (Reviewed / Not Reviewed / Follow-Up)]]'''
  
'''[[1.4 Advanced Search]]'''
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[[1.4 Advanced Search]]
  
 
==MAIN FEATURES==
 
==MAIN FEATURES==
<big>
 
'''The Features – Profile Options, Change Worker, and Manage Delegated Worker displays under the Welcome Panel of the Logged-in worker. The Profile Options is common for all workers. The ‘Change Worker’ and ‘Manage Delegated Worker’ options are visible only for an authorized State Level workers.'''</big>
 
 
<big><big>'''[[2.1 Profile Options]]'''</big></big>
 
 
<big>Welcome Panel – Profile Options:</big>
 
 
[[File:Welcome Panel.png]]
 
 
<big>Profile Options popup:</big>
 
 
[[File:Profile Options.png]]
 
 
'''It contains the following options,'''
 
Default View
 
Screen View
 
Header View and
 
Widget Configurations
 
 
{| class="wikitable"
 
|-
 
| Default View || In this we have two options. Case List & Executive Summary. This options allows user to set the Default view of the screen when he logged-in to the application.
 
Case List – When worker click on it and save, then it navigates to Case list page.
 
Executive Summary – When worker click on it and save, then it navigates to Executive Summary.
 
Note: The changed applied reflects on the screen after closed the Profile Options popup.
 
 
|-
 
| Screen View || This contains two views - Full Screen View and Box View which allows User to select their favorite screen view (user convenience).
 
|-
 
| Header View || This has two options - Fixed Top and Scrollable Top.
 
Fixed Top - If this option is selected, then the Header will be fixed and Widgets alone scrollable.
 
Scrollable Top - If this option is selected, it allows user to Scroll Header.
 
 
|-
 
| Widget Configurations || Using this, user can able to show/hide the widgets in the Executive Summary Page, as well as in Case List page (Case Conditions).
 
Example: user can hide the widgets by unchecking the checkbox in the Widget Configurations if he doesn’t want to view in executive summary page.
 
 
Show Tool Tip - If this option is unchecked, then the tool tip all over the application will not be shown.
 
KPI Chart - If this option is unchecked, then the KPI Chart will be hidden.
 
Show Graph - If this option is unchecked, then the bar graph in Case List Grid will not appear.
 
  
|}
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[[2.1 Profile Options]]
  
'''[[2.2 Change]]'''
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[[2.2 Change Worker]]
  
'''[[2.3 Manage Delegated Worker]]'''
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[[2.3 Manage Delegated Worker]]
  
'''[[2.4 Panel Customization]]'''
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[[2.4 Panel Customization]]
  
'''[[2.4 Panel Share/Unshare & Panel Import]]'''
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[[2.5 Panel Share/Unshare & Panel Import]]
  
'''[[2.5 Case Actions - Follow-Up (Flag), Review Status, Add to Folder, Delete from Folder]]'''
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[[2.6 Case Actions - Follow-Up (Flag), Review Status, Add to Folder, Delete from Folder]]
  
 
==OTHER FEATURES==   
 
==OTHER FEATURES==   
  
'''[[3.1 Aging View Analysis]]'''
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[[3.1 Aging View Analysis]]
  
'''[[3.2 Case]]'''
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[[3.2 Case Details]]
  
'''[[3.3 Case Analyzer]]'''
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[[3.3 Case Analyzer]]
  
'''[[3.4 Pinning]]'''
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[[3.4 Pinning]]
  
'''[[3.5 Help Window]]'''
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[[3.5 Help Window]]
  
'''[[3.6 KPI Chart]]'''
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[[3.6 KPI Chart]]
  
 
==CASE LIST VIEW==   
 
==CASE LIST VIEW==   
  
'''[[4.1 View Options (Left Panel)]]'''
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[[4.1 View Options (Left Panel)]]
  
'''[[4.2 Case List Grid]]'''
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[[4.2 Case List Grid]]
  
'''[[4.3 Case List - Alert Details]]'''
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[[4.3 Case List - Alert Details]]
  
 
==WIDGET VIEW==
 
==WIDGET VIEW==
  
'''[[5.1 Case With Orders]]'''
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[[5.1 Case With Orders]]
  
'''[[5.2 Case Without Orders]]'''
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[[5.2 Case Without Orders]]
  
'''[[5.3 Data Quality Issues]]'''
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[[5.3 Data Quality Issues]]
  
'''[[5.4 Locate]]'''
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[[5.4 Locate]]
  
'''[[5.5 Establishment]]'''
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[[5.5 Establishment]]
  
'''[[5.6 Enforcement]]'''
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[[5.6 Enforcement]]
  
'''[[5.7 Action Items]]'''
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[[5.7 Action Items]]
  
'''[[5.8 Alerts]]'''
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[[5.8 Alerts]]

Latest revision as of 06:25, 9 January 2015

OVERVIEW

The My Case Dashboard is an online application provides Worker to track their case information and to review overall activities on those cases. The worker can easily analyze the Payment information – who are paying, who are not paying; Action Items – action items for the cases; Data Quality Issues – who are having good address, employer and who are not having; Locate information – which case’s NCP/PF are located and who NCP/PF’s are not located; Establishment & Establishment – active remedies and their specific activity; Alerts – what are the alert assigned to the case worker and what are the alerts assigned for the cases assigned to the case worker. Using this, the worker can easily analyze their own work ability and performance.

SELECT FILTERS

Filter icon.png 1.1 Report Level (Worker / State / Area / Region / Office)

1.2 Worker popup

1.3 Filter By (Reviewed / Not Reviewed / Follow-Up)

1.4 Advanced Search

MAIN FEATURES

2.1 Profile Options

2.2 Change Worker

2.3 Manage Delegated Worker

2.4 Panel Customization

2.5 Panel Share/Unshare & Panel Import

2.6 Case Actions - Follow-Up (Flag), Review Status, Add to Folder, Delete from Folder

OTHER FEATURES

3.1 Aging View Analysis

3.2 Case Details

3.3 Case Analyzer

3.4 Pinning

3.5 Help Window

3.6 KPI Chart

CASE LIST VIEW

4.1 View Options (Left Panel)

4.2 Case List Grid

4.3 Case List - Alert Details

WIDGET VIEW

5.1 Case With Orders

5.2 Case Without Orders

5.3 Data Quality Issues

5.4 Locate

5.5 Establishment

5.6 Enforcement

5.7 Action Items

5.8 Alerts