Overview
The New Cases page includes several options to help you manage and customise your view of cases identified for your organisation. These are available in the toolbar above the cases table.
Below is a detailed explanation of the available features and how to use them effectively.
Show Rows
Click the Show dropdown to control the number of cases displayed per page. You can choose to display 10, 20, 30, 40, or 50 rows at a time.
Filter
Click the filter icon to narrow down the cases list by specific criteria.
Select a filter attribute from the Where dropdown.
Choose IS or IS NOT to define the condition.
Enter the value to filter by.
Click Add Filters to apply additional conditions, or Reset Filters to clear all applied filters.
Click Show Results to update the list.
Custom View
Click the columns icon to customise which fields are displayed in the cases table.
Toggle on or off the columns you want to show or hide. Available columns include Keyword Found, Case Number, Court, Complainant, Respondent, and others.
You can also drag columns to reorder them using the grid handle on the left of each column name.
Click Submit to apply your changes.
Note: Custom view settings reset to default if you refresh the page.
Bulk Actions
To perform an action on multiple cases at once, select one or more cases using the checkboxes on the left. A bulk action toolbar appears at the top of the table with the following options:
Add (+) Adds all selected cases to your My Cases tracker.
Download Excel Exports the selected cases to an Excel file for offline reference or reporting.
Delete (bin icon) Removes all selected cases from the New Cases list.
To deselect all cases, click the X at the left of the bulk action toolbar.
Generate Report
Click the download icon at the top right of the table to generate a report of all cases in the current view.
Generate PDF -- downloads a PDF report sent to your registered email address
Generate Excel -- downloads an Excel report sent to your registered email address
Reports are valid for 24 hours from the time of generation.
Conclusion
The action keys on the New Cases page give you precise control over how cases are displayed, filtered, and managed. Using bulk actions and custom views together helps you process large volumes of cases efficiently.