Administrators can identify records to be hidden on Workload View and Home page record tallies to enable workers to focus on active records.
Organizations categorize records by status to understand easily where each assignment is in relation to a business process or workflow.
As organizations grow, many need to exclude records that are closed or inactive from being displayed within the active daily views.
To support this, Casebook allows administrators to map status values, in cb Admin, to a set of standard values called "parent" values. Parent values allow Casebook to understand what each status means, and if certain records should be treated differently based on status.
In cb Admin, administrators can activate this feature and map their configured or "enumerated" fields to a parent value in Casebook. This feature is available on Provider status and Case status fields only.
Mapping organization-defined values ("fields") to parent values will treat records with select statuses differently.
Note: Any existing case status and provider status fields will default to Active. An administrator will need to go into cb Admin to map existing fields to Inactive.
For example, when a Case status is mapped to INACTIVE, the following changes will occur across the platform for any cases with that status:
- These records can be filtered out from the cases workload view.
- These records will be removed from the cases count on the home dashboard
- Notifications for these records will not be sent out, such as, when an attachment or a new form is added to the case, when a case status changes, etc.
For example, when a Provider status is mapped to INACTIVE, the following changes will occur across the platform for any provider record with that status:
- These records will be removed from the provider count on the home dashboard.
- Notifications for these records will not be sent out, such as, when an attachment or a new form is added to the provider, etc.
How to Map a Value
Administrators can go to cb Admin > Cases > Fields > Case Status. Click Configure (pencil button) on the case status field.
Select a value from the dropdown to map to a parent value. For example, if your organization considers Closed, Rejected, and Completed to all be closed cases select INACTIVE.
Click Save to save the changes you've made. The changes outlined above will immediately occur for any cases with Closed, Rejected, and Completed statuses.
Note: Currently, mapping a value to ACTIVE will not change the behavior of the record across the platform.