Show a richer visual for Case/Action progress from Map icon
D
David Carron
Show the Builder Caseflow diagram (with colour-coded progress through steps and Actions) when clicking on map icon in a Case / Action. Should show completed, in progress items. Possible that some action types, e.g. email, might be hidden. Interactivity to click to open items would be of interest!
Kamal Saran
Merged in a post:
Observe all actions related to a case via the case screen
J
Jack Barry
When observing a case at the case level in Enate, a user can only see the actions that have been completed and/or open. The user does not have visibility on what actions are remaining. The business story is that the team would like to understand what are the next stages to be performed in the process. Particularly useful for new starters
Kamal Saran
D
David Carron
Further feedback from clients that this would help greatly in knowing 'where they are' in the process, particularly if being handed an Action by the system.
Kamal Saran
open
Kamal Saran
under review
Kamal Saran
Merged in a post:
Visual graph of case/action movement
E
Elaine Dennehy
At the moment (R2019.1) when you have a case or action window open there is a little icon to the left of the due date. When you open this it gives you a visual graph of which step the case currently is. Would be great to take this one step further and see actions included here, maybe even showing the SLAs on the actions and indicating which actions have peer reviews. Its a great learning aid for users especially getting used to a new caseflow ... having done the configuration I know what the visual process looks like but end users don't. I have printed out images of the Enate processes and stuck them on walls about the office but having it easily to hand within Enate would be fantastic.
S
Surabhi Suragihalli
To provide information at the Action level within each step in a breadcrumb status bar.
