Filtering cases in the Cases menu

As a case manager, you can apply filters to search or specifically limit the cases that are shown in the Cases menu.
  1. Select Cases.
    If you're a case manager with CaseAgent_ST role, you can also access the Queue menu.
  2. Specify one or more filter values and click Search.
  3. To clear the filters, you can delete the text you specified in the field or click Clear.