The system automatically maintains lists of a case worker's recently assigned, recently approved, and recently viewed cases. Each list includes both integrated cases and product delivery cases owned by the case worker. Case details displayed for each case include the case reference number, the name of the case, and the name of the primary client of the case.
The recently assigned case list displays cases that have been recently assigned to the case worker. All cases owned by the case worker or their organization unit, position, or work queue are displayed. An administrator can configure whether cases belonging to a user's organization group are displayed as part of administration.
The system displays the following additional details for each recently assigned case: the date and time on which the case was assigned to the user, the name of the previous case owner assigned to the case, and the case status, e.g., open, approved.
The recently approved case list includes cases recently approved by the case worker as well as the cases submitted by the case worker for approval. The name of the user who submitted the approved case is also displayed.
The recently viewed case list allows case workers to see all cases they have recently viewed. In addition to general case details, the last transaction on the case, the case start date, and case status are also displayed.
Note that the length of time for which the system considers cases to be recently assigned, approved, or viewed can be set by the agency using a number of the application properties. For more information on setting these properties, see the Cúram Integrated Case Management Configuration Guide.