Searching Cases

Standard Search

  1. From the main menu go to Case Management > Case > Search.

  2. In the Reference No. field, type in the case name or reference number and click on Search.

  3. You can also expand the all fields tab to return more search options. From here you are able to select a number of different fields, for example search on any of the Case Types, or search cases created by a certain user, created within a date range or assigned to a particular Case Worker.


4. Click Search


5. To view the case click on the blue Reference Number.


Quick Search


  1. You can also use the quick search tool on the right hand side of the screen to search for Current Cases, Cases Requiring Acceptance, Recent Cases or All Cases.




0 views0 comments