Case management dashboard

The case management dashboard provides experts, professionals and observers with information on the status of received reports.

Case management KPIs

The following KPIs are available for the case management dashboard. How to customize and create dashboards is described in Create and edit dashboards.

Dossiers by state

An evaluation of the case management dossiers of the active management system by their processing status is done here. There is the option of filtering by advisors. Additionally, it's possible to only display dossiers starting from a select date (dossiers before this date will no longer be displayed).

The filter for the advisor can be either fixed in edit mode, or the selection is activated in view mode.

Double-clicking on a circle segment opens a dialog in which the respective dossiers are listed. The dossiers can also be opened by double-clicking.

Reports by closing reason

Displays all reports according to their reason for completion. Optionally, reports can be filtered by person responsible.

The filter for the person responsible can be either fixed in edit mode, or the selection is activated in view mode.

Double-clicking on a circle segment opens a selection dialog in which the respective reports are listed. The reports can also be opened by double-clicking.

New reports

Shows all reports that have been newly received.

Optionally, it can be configured that all reports that are being processed but have not been assigned to a person responsible are also displayed.

This setting can either be done in the edit mode, or the selection can be activated in the view mode.

Clicking on the subject of the report will open it.

Status by person responsible

This is where the case management reports from the active management system are evaluated according to their processing status.

It is possible to filter according to responsible persons or support teams. In addition, you can specify that only reports received as of a specific date are displayed.

The filter for persons responsible and the date of entry can either be fixed in the edit mode, or the selection can be activated in the view mode.

Double-clicking on a status opens a selection dialog in which the respective reports are listed. The reports can also be opened by double-clicking.