Did you know about the Quick Case Details report in HR Case Management?
Previously, HR Case Management administrators had to open each Quick Case individually to view their details.
With the Quick Case Details report, Admin users can view all Quick Cases' details at once.
Location
In the Analytics and Reports list, the Quick Case Details report appears in the “Other Reports” section.
Benefits
Specificity
The report lists the data for the following Quick Case fields:
- Name
- Description
- Topic
- Category
- Subcategory
- Subject
- Issue
- Case Notes
Accountability
All data in the Quick Case Details report is exportable.
Convenience
Admins can view all data for ANY Quick Cases without tabbing through the Properties and Standard Fields tabs in the Case Management Admin screens.
Expedience
Opening each Quick Case individually to view its details is no longer necessary—a huge time saver for customers with a high volume of Quick Cases.
Quality Control
Admins can quickly assess Quick Cases for errors, duplicates, or entries that should be removed from the system.
About Quick Cases
A Quick Case is a case form with default values in some of the fields.
Quick Cases save time when opening a case and promote consistency in case form completion.
If Quick Cases are configured for the selected population, when the employee or service user selects a Quick Case from the Quick Case menu in the case form, default values appear in some of the case form's fields. The employee or service user completes the remaining fields and submits the case form.
Quick Cases' default value fields can include one or more of the following:
- Category
- Issue
- Subcategory
- Subject
- Topic
Accessing the Multiple Categories Report: Steps
1. Log into Case Management as a service admin user (ServiceAdmin).
2. In the portal menu, click Analytics.
3. In the Analytics menu, click Case Management Analytics.
4. In the Case Management Analytics menu, click Other Reports.
5. In the Other Reports menu, click Quick Case Details.
6. The Quick Case Details panel appears on the right.
In the Filter Options column, enter criteria in any of the filter options, then click Apply.
On the right—as per the selected filter(s)—all Quick Case data will appear for the following fields:
- Name
- Description
- Topic
- Category
- Subcategory
- Subject
- Issue
- Case Notes
To export the report in Microsoft Excel spreadsheet format, in the upper right, click the export button.
Enabling the Quick Case Details Report
Create a support request for access to the “cm-rpt-r-qcdetails” pattern code in Library Management. Once access is set, the Quick Case Details report will appear in the Analytics and Reports/Other Reports menu.
For questions or more information, contact your HRSD Advisor (Customer Success Manager (CSM)).
