Team leaders have been given training resources for the change from Dashboard to CaseViewer. If you are having issues with CaseViewer, please speak to your team leader first as they may be able to help you.
Watch our demo video for help setting up CaseViewer
CaseViewer will occasionally display an error when trying to load case data. This is generally due to too broad a search being requested. We recommend always using a Process filter when using the Custom Filters. If you leave Process blank, CaseViewer is going to search the hundreds of thousands of cases that have been raised across all service areas, taking much longer to load and possibly running out of memory.
If you get an error message when you click the "Save Current View" button this is usually due to a small error on your account which we can fix. To do this we need a little bit of code with your account details in it.
If you would like specific fields in your form to be available as filter options, please raise a Change Request with details of the process and which fields you require.
If you would like to change what information is displayed in the summary column, please raise a Change Request with details of the process and which fields you require.
Please Note: changes to the summary will only apply to new tasks created after the update, existing tasks aren't retroactively changed.