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You can see the caseload of one or more users by going to the Cases App.

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Information available

You can see the following information about each case:

Actions you can do on the Manage Cases page

  • Sort the Caseload by the default column titles

  • See Toggle the Stats switch to on

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  • Search for Cases by name of the case

  • Click a blue item to go to that content on Makerble, i.e.

    • to the contact’s profile page

    • to the case’s tab on the contact’s profile page

    • to the project page

    • to the user’s profile page

  • Press Filter by

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    • This lets you filter the number of cases displayed using the Filter by button

    Access
  • Press Charts

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How to access the Manage Cases page

  1. Select My Apps in the top menu

  2. The ribbon expands

  3. Scroll across until you see a button called Cases (this will only appear once you have created your first Case or been added to your first Case)

  4. Select Cases

  5. You arrive on the Manage Cases page

    1. This page displays all the Cases that you have permission to see

    2. Clicking the Case Number or the Case Title takes you to the Case Profile Page (which is simply a tab for that case on the Beneficiary profile page)

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