Configure Your Fleet Case View

 The Cases page is where you can get a quick look at your cases, such as status or schedule updates, and then click into each one to start work on them.

There are two tabs to the Cases page:

• All Cases: Lists all open cases you have access to.
• My Cases: Lists all open cases assigned to you.
• Watching: Lists all cases you're watching.

See also: Start Watching a Case

You can customize your view in the following ways for both of these tabs to always see what’s important to you.

• Switch to Full Screen
• Add, Remove, and Reorder Columns
• Filter by Date Range
• Sort and Filter by Column

Switch to Full Screen

To expand your view of the table, click the Toggle Fullscreen button to the far left of the table menu. The table will expand to take up the full size of your browser window.

After entering fullscreen, you can return to the normal view by clicking the Toggle Fullscreen button again.

Add, Remove, and Reorder Columns

You can customize any of the case tabs to your personal preferences by adding, removing, and reordering the columns.

To add and remove columns:

1. Click the gear icon below the All Cases tab to reveal a list of column names.
   

   The columns with a checkbox selected are the ones that currently appear on your Cases tabs. They appear in order from left to right for the tabs.

   The columns that aren’t selected do not appear on your Cases tabs but are available to be added.
   
   
   

2. Select the checkbox for any column you want to appear, and deselect the checkbox for any column you don’t want to appear.
3. Scroll to the bottom of the column list and click SAVE CHANGES.
   
   
   

To reorder columns:

1. Click the gear icon to show the column list.
   
   
   
2. Click a column name and drag it up or down the list.
   The columns from top-down will appear left to right on the Cases tab.
3. Scroll to the bottom of the column list and click SAVE CHANGES.
   
   
   

Recommended Columns to Include

Followup Time

The FOLLOW UP column tells you when to follow up with a customer, which can help you prioritize which case to work on next.

There are three color-coded follow up time indicators to give you a visual cue:

• Green: You have 1 hour to follow up
• Red: Overdue
• Blue: You have more than 1 hour to follow up with the customer

Info

The INFO column can give you quick visual information on each case via icons.

The legend at the bottom of the page tells you what each icon means.

Filter by Date Range

You can customize the Cases screen by date to see cases from:

• 2 days ago
• This week
• This month
• A specific date range, such as the last 7 days, last 30 days, etc.

To filter by date range:

1. Click the link indicating a date range to the right of the gear icon in the Cases toolbar.
   
2. From the dropdown menu, select an option and enter dates, if applicable.
• To select from calendar dates, click the calendar icons and a calendar will show where you can select dates.
3. Once selected, click SAVE CHANGES.
   
   
   

Sort and Filter by Column

You can also customize the Cases screen by sorting and filtering by specific columns.

• If the column appears as a blue link, you can sort the whole list by that column.
• If the column appears with a filter icon, you can filter the whole list by values specific to that column.

NOTE: You can apply multiple filters at a time, but you can only sort by one column at a time.

To sort your case list by a column:

• Click the column heading. To reverse the sorting, click it again.
  
  
  

The type of values in each column determines how that column will sort.

• Date values sort by earliest or latest.
• Numbered values sort by smallest or largest.
• All other values sort by alphanumeric.

To filter your list by a column:

1. Click the funnel icon next to the column heading.
   
   
   
2. Check the boxes next to the values you want to keep, and uncheck those you don’t want to keep.
3. Then click SAVE.

When you have a filter applied, the filter icon for that column appears yellow.  

To learn more about customizing your column layout, watch this video: