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

Information available

You can see the following information about each case:

• Case’s Status: i.e. whether it is open or closed

• Date Opened: i.e. when the case was created

• Days Open: i.e. the number of days ago that the case was created (the number of days between Today and the Date Opened)

• Updates Posted: i.e. the number of stories that have been tagged with that Case

• Tasks To Do: i.e. the number of tasks that are (a) not yet marked as Done; and (b) tagged with that Case

• Tasks Done: i.e. the number of tasks that are (a) marked as Done; and (b) tagged with that Case

Actions you can do on the Manage Cases page

• Sort the Caseload by the default column titles

  

• Toggle the Stats switch to on

  

  • This lets you see stats relating to the Cases displayed

• 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

  

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

• Press Charts

  

  • This lets you access the Charts

    

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)