Accessing Cases from the Case List

The Case

List contains a record of all cases in your organization, both active and closed cases. Each case in the list is displayed with a summary of case information to help you identify the case by more than just the Case ID.

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Like the Client List, the Case List is also ordered alphabetically by the client's last name. The Case List, however, offers a more compact view without the additional client information that is visible in the Client List.

1. Navigate to

1. the home

1.  screen (this is the screen that appears when you first log in to Probatum). You will notice that the Client List is displayed by default. 
   

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1. Click Cases on the side menu. The Case List will display. By default,

1. all 'In-Progress

1. Cases’ will appear in the list. This includes cases supervised by all staff members in your organization.
   
   

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2. To view or edit a case, click the case record in the list.

Filtering the Case List

Filters

 for the case list can be found at the top of the screen. Filters are applied simply by selecting the name of the filter from the drop down list.

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Available filters are listed below, with a brief explanation.

In-Progress Cases - This displays only open, 'in-progress'

cases for all staff members

 in your organization. This filter is applied by default when the case list is first displayed.

My Cases - This displays only open, 'in-progress' cases that

are directly under your supervision (even if you are not the primary staff supervisor).

All

Cases - This displays both the 'in-progress' and 'closed' cases

for all staff members

 in your organization.

Searching for Specific Case(s)

1. Browse cases by using the toolbar at the bottom of the screen to navigate from one page of cases to the next.
   
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2. Search for a specific case by clicking the search icon at the top of the list to open the search field. 
   
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3. Type

1. the client's name, case ID or any other case information

1.  in the search field. For instance, you can display only cases with a status of “Incarcerated” by typing the word “Incarcerated” into the search field. This will filter the Case list to display only the records containing that text. 
   

2. To reset the list to display all cases, simply delete the text from the search field and hit enter on your keyboard. 

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2. Click the x in the top right corner to close the search field.