{"id":71731,"date":"2026-01-12T12:38:06","date_gmt":"2026-01-12T04:38:06","guid":{"rendered":"https:\/\/oihelp.corporate.ifs.com\/help\/?page_id=71731"},"modified":"2026-01-12T12:38:06","modified_gmt":"2026-01-12T04:38:06","slug":"case-management-tour-4-9-3","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/cases\/case-management-tour\/case-management-tour-4-9-3\/","title":{"rendered":"Case Management Tour (4.9.3)"},"content":{"rendered":"<p class=\"left-bar\">This article applies to Case Management in versions 4.9.3 and later of IFS OI Explorer.<\/p>\n<p class=\"intro-text\">Case Management is all about activities and changing statuses surrounding events for cases that have been manually raised in Explorer or Shift Log, and those raised in source applications such as IFS OI Sentinel.\u00a0<\/p>\n<p class=\"intro-text\">A Case Management page.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/05\/1-7.png\" rel=\"lightbox-0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-49686\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/05\/1-7-600x155.png\" alt=\"\" width=\"1000\" height=\"258\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/05\/1-7-600x155.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/05\/1-7-768x198.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/05\/1-7-1536x397.png 1536w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/05\/1-7-150x39.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/05\/1-7-1080x279.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/05\/1-7-1280x331.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/05\/1-7-48x12.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/05\/1-7.png 1920w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/p>\n<table style=\"width: 100%; height: 427px;\">\n<tbody>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 6.77083%; height: 47px;\"><strong>1.<\/strong><\/td>\n<td style=\"width: 16.25%; height: 47px;\"><strong>Explorer Ribbon<\/strong><\/td>\n<td style=\"width: 76.875%; height: 47px;\">The Home Tab on the Explorer Ribbon.<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 6.77083%; height: 49px;\"><strong>2.<\/strong><\/td>\n<td style=\"width: 16.25%; height: 49px;\"><strong>Case Management<\/strong><\/td>\n<td style=\"width: 76.875%; height: 49px;\">Click on the Case Management <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-49684\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/05\/P2_RGB-Task-Icon-Grey-01.png\" alt=\"\" width=\"20\" height=\"20\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/05\/P2_RGB-Task-Icon-Grey-01.png 142w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/05\/P2_RGB-Task-Icon-Grey-01-48x48.png 48w\" sizes=\"auto, (max-width: 20px) 100vw, 20px\" \/> icon on the Home ribbon tab, or the Shortcut Menu to open Case Management.<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 6.77083%; height: 44px;\"><strong>3.<\/strong><\/td>\n<td style=\"width: 16.25%; height: 44px;\"><b>Display Tab<\/b><\/td>\n<td style=\"width: 76.875%; height: 44px;\">\n<p>When you open Case Management a new display tab is opened.\u00a0Click the \u00d7 to close the display.<\/p>\n<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 6.77083%; height: 47px;\"><strong>4.<\/strong><\/td>\n<td style=\"width: 16.25%; height: 47px;\"><strong>Hide Pages List<\/strong><\/td>\n<td style=\"width: 76.875%; height: 47px;\">Click on the double chevron to hide, or display the list of Case Management pages.<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 6.77083%; height: 23px;\"><strong>5.<\/strong><\/td>\n<td style=\"width: 16.25%; height: 23px;\"><b>Pages<\/b><\/td>\n<td style=\"width: 76.875%; height: 23px;\">List of Case Management pages. Pointer indicates the active page, which is highlighted in blue.<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 6.77083%; height: 97px;\"><strong>6.<\/strong><\/td>\n<td style=\"width: 16.25%; height: 97px;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/cases\/toolbar-functions\/\"><b>Functional Toolbar<\/b><\/a><\/td>\n<td style=\"width: 76.875%; height: 97px;\">\n<p>The functional toolbar contains the functions available for the selected page.<\/p>\n<p>The\u00a0<strong>Overview<\/strong>\u00a0page contains buttons to add a new case, refresh the table, perform bulk editing of cases, and access the export function.<\/p>\n<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 6.77083%; height: 44px;\"><strong>7.<\/strong><\/td>\n<td style=\"width: 16.25%; height: 44px;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/cases\/the-filter-bar\/\"><b>Filter Bar<\/b><\/a><\/td>\n<td style=\"width: 76.875%; height: 44px;\">\n<p>The filter bar contains options for filtering the cases displayed in the Cases Table.<\/p>\n<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 6.77083%; height: 76px;\"><strong>8.<\/strong><\/td>\n<td style=\"width: 16.25%; height: 76px;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entries-table\/\"><b>Cases Table<\/b><\/a><\/td>\n<td style=\"width: 76.875%; height: 76px;\">\n<p>The Cases Table shows all the cases for the selected Case Management page.<\/p>\n<p>Within the table you can sort, group, and filter the cases by the column data fields.<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p class=\"left-bar\">Read more: See <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/cases\/case-overview\/\">Case Management Overview<\/a>, <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entries-table\/\">Using the Cases Table<\/a>, <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/\">Entry Dialog<\/a>, <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/cases\/toolbar-functions\/\">Toolbar Functions<\/a> and <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/cases\/the-filter-bar\/\">Filter Bar<\/a> for\u00a0more about Case Management.<\/p>\n<p><!--\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n<hr \/>\n\n\n\n\n<h2 class=\"page-subheading\">Release History<\/h2>\n\n\n\n\n<ul class=\"intro-text\">\n\t\n\n<li class=\"intro-text\">\u00a0<\/li>\n\n\n<\/ul>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This article applies to Case Management in versions 4.9.3 and later of IFS OI Explorer. Case Management is all about activities and changing statuses surrounding events for cases that have been manually raised in Explorer or Shift Log, and those raised in source applications such as IFS OI Sentinel.\u00a0 A\u2026<\/p>\n<p class=\"continue-reading-button\"> <a class=\"continue-reading-link\" href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/cases\/case-management-tour\/case-management-tour-4-9-3\/\">Read more<i class=\"crycon-right-dir\"><\/i><\/a><\/p>\n","protected":false},"author":38,"featured_media":67351,"parent":49679,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[1],"tags":[],"class_list":["post-71731","page","type-page","status-publish","has-post-thumbnail","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/71731","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\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/comments?post=71731"}],"version-history":[{"count":2,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/71731\/revisions"}],"predecessor-version":[{"id":71779,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/71731\/revisions\/71779"}],"up":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/49679"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media\/67351"}],"wp:attachment":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media?parent=71731"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/categories?post=71731"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/tags?post=71731"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}