{"id":37888,"date":"2018-04-16T08:31:46","date_gmt":"2018-04-16T00:31:46","guid":{"rendered":"http:\/\/localhost\/help\/?page_id=37888"},"modified":"2026-08-13T22:33:09","modified_gmt":"2026-08-13T14:33:09","slug":"cases","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/cases\/","title":{"rendered":"Case Management"},"content":{"rendered":"

Case Management is all about the active management and monitoring of cases. It provides a way to easily oversee activities and events that have an impact on cases, and manage the actions needed to resolve each case.<\/p>\n

\n

\nCase Overview<\/span>
\nAn overview of the Case Management page.<\/span><\/a><\/div>\n

\nCase Management Tour<\/span>
\nA tour of the main features of Case Management.<\/span><\/a><\/div>\n

\nThe Entry Dialog<\/span>
\nThe Entry Form is part of the Entry Dialog and is used to create new cases and edit existing ones.<\/span><\/a><\/div>\n<\/div>\n
\n

\nEntry Dialog Tabs<\/span>
\nHow to access the commentary, attachments, related and auditing functions.<\/span><\/a><\/div>\n

\nEntries Table<\/span>
\nSorting, filtering and displaying cases in the Entries Table.<\/span><\/a><\/div>\n

\nToolbar Functions<\/span>
\nWhat functions are on the Toolbar and how to use them.<\/span><\/a><\/div>\n<\/div>\n
\n

\nThe Filter Bar<\/span>
\nUse the filter options to customize which cases are displayed in the Entries Table.<\/span><\/a><\/div>\n

\nAutomatic Case Prioritisation<\/span>
\nCreate and maintain the AutoCaseCalculations spreadsheet, to enable auto-prioritisation of cases in Case Management.<\/span><\/a><\/div>\n

\nCase Management Configuration<\/span>
\nHow to configure fields, named lists, field sets, and forms.<\/span><\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Case Management is all about the active management and monitoring of cases. It provides a way to easily oversee activities and events that have an impact on cases, and manage the actions needed to resolve each case. Case Overview An overview of the Case Management page. Case Management Tour A\u2026<\/p>\n

Read more<\/i><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":25,"menu_order":147,"comment_status":"closed","ping_status":"closed","template":"templates\/template-onecolumn.php","meta":{"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[6],"tags":[],"class_list":["post-37888","page","type-page","status-publish","hentry","category-landing-page","Version-4-9","Version-4-9-3","Product-ex"],"_links":{"self":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/37888","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/comments?post=37888"}],"version-history":[{"count":24,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/37888\/revisions"}],"predecessor-version":[{"id":67289,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/37888\/revisions\/67289"}],"up":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/25"}],"wp:attachment":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media?parent=37888"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/categories?post=37888"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/tags?post=37888"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}