Managing print case
Filter workplace cases using criteria such as Short Description, Workplace Location, or other relevant fields to generate a consolidated report using the Workplace Central Case management workspace.
Use one of the following options to proceed:
- Print Filter Selection – Apply filters and select this option to create a workplace task with the consolidated report attached.
- Print Selected Records – Manually select one or more workplace cases and choose this option to view the consolidated report directly.
Print filtered cases
Use filter criteria to filter multiple cases and generate a consolidated report based on the filtered cases. You can set the condition based on the Short description, workplace location, or any other fields. When you run the filter and select Print filter selection, a new workplace task is created with the consolidated report as an attachment.
Antes de Iniciar
Role required: sn_wsd_case.case_reader
Procedimento
-
On the left pane, select the Case Management icon (
).
The Case Management landing page opens.
Print selected cases
Print a consolidated report, including task details and associated services, by selecting one or more workplace cases.
Antes de Iniciar
Role required: sn_wsd_case.case_reader
Procedimento
-
On the left pane, select the Case Management icon ().
The Case Management landing page opens.