Progress codes
| The content of this website is last updated to F2 version 11. cBrain are working hard on supplying you with the newest documentation of F2. |
Progress codes are a set of tools used to tag cases. By tagging a case with a given progress code, the case is identified as being on a certain step in a process. Progress codes are shown both in the main window’s result list and in case metadata fields. This makes it easy to view the progress of your cases at a glance.
Progress codes are created and maintained by a user with the "Progress code administrator" privilege.
You can add progress codes in both the case window and the main window.
Progress codes can be set up to update automatically. You can do this either through a case guide or by specifying a deadline for a progress code. When the deadline expires, F2 automatically switches to the next relevant progress code. For example, your organisation might dictate that all inquiries must be registered within two weeks. A progress code can be created to help meet that deadline.
All changes to progress codes are continuously logged. Anyone with access to the case can gain an overview in the case history, while more detailed statistics on progress codes and their use can be achieved through F2 Analytics.
Add a progress code in the case window
You can add a progress code to a case when in edit mode. Click 
Show more fields to open the extended case view. Here you will find the "Progress code" field. Click the field to open a drop-down menu with all active progress codes. Then click on the progress code you wish to add to the case.
Click Save in the case window ribbon to save the progress code to the case.
| If the progress code has a deadline, the day when the progress code is saved to the case counts as day 0. |
Remove progress code manually
Progress codes can be removed manually in the same way as they are added. When in edit mode, click the "Progress code" field to open its drop-down menu and select the empty entry at the top of the list. This option corresponds to "No progress code".
Click Save in the case window ribbon to save the changes and remove the progress code from the case.
Add a progress code in the main window
You can add or change a progress code in the main window using the case context menu. Right-click the case and navigate to the Set progress code menu item to see a list of active progress codes. Click on a progress code to add it to the case. If the case already has a progress code, it is indicated with a checkmark in the list of progress codes in the context menu.
| If the progress code has a deadline, the day when the progress code is saved to the case counts as day 0. |
Viewing progress codes
You can view and sort cases with progress codes by using three columns in the result list. The columns are "Progress code icon" (1), "Progress code" (2), and "Deadline" (3), which displays the case deadline.
The progress code flag icon changes colour as the case is nearing its deadline. The colours are configured in cooperation with cBrain.
| Icon | Description |
|---|---|
|
The flag is green until the warning date. |
|
The flag is yellow from the warning date until the deadline. |
|
The flag is red when the deadline has expired. |
Deadlines and warning dates
Deadlines and warning dates are calculated from midnight on the day you save a progress code to a case. This means that the day on which you save the progress code is not included in the calculation.
Example:
A progress code has a deadline of 7 days and a warning date 3 days before the deadline. If you save this progress code to a case on the 10th day of the month, the warning period begins at 00:00 on the 14th. The deadline will expire at 23:59 on the 17th.
When the progress code is added to the case on the 10th, the progress code icon is green. It remains green until 23:59 on the 13th. When the warning date begins at 00:00 on the 14th, the icon turns yellow. At 00:00 on the 18th, the icon turns red to indicate that the deadline has expired.