cb Access Workload View

The cb Access Workload View enables users to access applications that have been submitted into the system. Users can find specific applications quickly and easily using filters.

Workload View 

The workload view displays applications along with the following information:

• Name: Each application has a name that the applicant creates.
• Status: Indicates if an application is approved or denied.
• Type: Indicates the type of provider the applicant is applying as.
• Assignee: Indicates the Casebook user who is assigned to the application.
• Date Created: Indicates the date the application was submitted.

Filters 

Users can apply filters to the Workload View to help view specific application records. To apply a filter to the Workload View, click on the Filter(s) button in the upper left-hand corner.

Note: Multiple filters can be applied at one time.