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Page 1: 2.00: ReACT Today - ReACT Today.pdf · 3 2.00 - ReACT Today| Electronic Business Systems Ltd The Overview section of the ReACT Today shows the total number of: Outstanding Cases:

1 2.00 - ReACT Today| Electronic Business Systems Ltd

2.00: ReACT Today

Page 2: 2.00: ReACT Today - ReACT Today.pdf · 3 2.00 - ReACT Today| Electronic Business Systems Ltd The Overview section of the ReACT Today shows the total number of: Outstanding Cases:

2 2.00 - ReACT Today| Electronic Business Systems Ltd

ReACT Today Home Screen

The ReACT today screen is the first screen that the majority of users will see each time they logon.

Overview

Page 3: 2.00: ReACT Today - ReACT Today.pdf · 3 2.00 - ReACT Today| Electronic Business Systems Ltd The Overview section of the ReACT Today shows the total number of: Outstanding Cases:

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The Overview section of the ReACT Today shows the total number of:

Outstanding Cases: The number of cases that have an overdue Next Action Date

Live Cases: The number of cases that are currently open (all status’ except closed)

Closed Cases: The number of closed cases

Pending Cases: The number of Pending Notes currently outstanding to be added to cases

The total numbers that appear in this section are based on all cases that a user has access to.

Case Summary

The Case Summary screen will always show any Outstanding Cases when it is first loaded, the content may then

change based on any filters applied. The columns displayed depend on the ReACT Today Global Setting. The cases

will be sorted in ID# order but the display order can be changed by selecting the column name to sort by. Ideally

there should be no cases with outstanding actions.

Each case summary can be made up of the following items:

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Case Next Action Status The first column can contain 3 different icons:

This icon next to a case shows that the case’s next action is Overdue

This icon shows that the case’s next action is within 2 days of reaching its due date

This icon means that the next action is more than 2 days away from being due.

Case Information

This icon shows that the case has been locked; only the Case Officer and anyone with sufficient administration

rights can access this case.

This icon shows that this case has been stored inside a folder. A folder is used to store cases of a similar type

in one group to view easily any associated cases.

Case ID The next column shows the Case ID

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Individuals Involved (Complainant)

This icon shows that this individual is a Complainant on the case

If this icon appears next to an individual it means they are unapproachable, hover over the icon and an

explanation of why will appear.

If this icon appears next to an individual it means that an order has been taken out on the individual, hover

over the icon to see what orders have been taken out.

Individuals Address

This will display the individual’s address

Individuals Involved (Perpetrator)

This icon shows that this individual is a Perpetrator on the case

If this icon appears next to an individual it means they are unapproachable, hover over the icon and an

explanation of why will appear.

If this icon appears next to an individual it means that an order has been taken out on the individual, hover

over the icon to see what orders have been taken out.

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Individuals Involved (All)

This column shows both the Complainant and the Perpetrator in the same column.

This icon shows that this individual is a Perpetrator on the case

This icon shows that this individual is a Complainant on the case

If this icon appears next to an individual it means they are unapproachable, hover over the icon and an

explanation of why will appear.

If this icon appears next to an individual it means that an order has been taken out on the individual, hover

over the icon to see what orders have been taken out.

Officers

These are the Officers involved in the case.

This icon highlights the reporting officer of the case

The grey stars denote the Case Officers assigned to the case. The officer in bold denotes

the primary case officer.

Review Date

The Review Date shows the date the next action stage is due. Once the action has been completed this date will

change to the next soonest action due date.

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Case Received

This is the date that the complaint was received.

Status

The status displayed on a case will either be LIVE, CLOSED, or ABORTED. This is the overall case status.

Management Area

The management area that is dealing with the case

Company

The company dealing with the case

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Troubleshooting

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Revision Table

Version Primary Author(s) Description of Version Date Completed

1.0 Lizzie Sharland Initial Version 17th January 2013