View case metadata
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A case can be displayed in one of the following ways:
The case views are described in the following sections.
Simple case view
The case opens in the simple case view unless you have chosen otherwise in your personal settings. Simple case view means that a section of the case metadata is collapsed.
A case is tagged by adding metadata. The table below describes the metadata fields of the simple case view.
| Field | Description |
|---|---|
Title |
Denotes the title of the case. |
Responsible |
Denotes the user or unit responsible for the case. The user/unit who is responsible for the case can edit the case metadata. |
Status |
Indicates whether the case is in progress or completed. |
Extended case view
Open the extended case view by clicking Show more fields in the "View" menu group in the case ribbon. When the extended case view is showing, the menu item changes to Hide fields. You can also use the keyboard shortcut Ctrl + L to show or hide the extended case view.
The extended case view’s fields and their functions are described below.
| Field | Description | ||
|---|---|---|---|
Suppl. case mgr. |
Here users, units, or teams can be added to the case as supplementary case managers. A supplementary case manager is given access to the case and to edit its metadata. This access cannot be changed as opposed to the access rights of users who are added as supplementary case managers on a record. Read more about supplementary case managers. Users, units, or teams do not automatically receive a notification when they are added as supplementary case managers to a case. |
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Access restriction |
Allows the case manager to limit access to the case and its records. Only the security groups, users, units, or teams added to this field will be able to access the case and its records. The access restriction is inherited by the records on the case by default. |
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Deadline |
Determines when the case must be completed. |
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File plan |
Specifies the file plan to which the case is linked.
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Keywords |
Used for tagging the case. Typically this field is used to organise cases, so they are easier to find via a search. |
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Case participants |
Specifies the participants related to the case. |
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SSN/CVR No |
Indicates whether the case concerns a single person (SSN) or a company (CVR). |
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Action code |
Indicates the action code to which the case is linked.
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Previous case No |
Indicates that a case is a further processing of a previous case. |
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External ID |
Used for additional identification of the case. One example of this could be a student ID. |
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Progress code |
If a progress code has been added to the case, the current progress code is specified here. The case deadline will change when the progress code changes. This ensures that deadlines for smaller case tasks are complied with. Read more about progress codes. |
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External access |
This field is only used for tagging the case in connection with customer-specific integrations.
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Disposal code |
Specifies if and when a case must be disposed of after a certain period of time.
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