Overview
The Cases list is the home screen of Case Chronology. It shows all cases in your account, organised by status across a set of tabs. A Create Case button is available in the bottom-right corner at all times.
Note:
Presenters can only see cases they have been explicitly assigned to via Share access. Admins and staff can see all cases.
Accessing the cases list
Click Cases in the top-right navigation menu, or navigate to it from the Case Chronology home screen. The list opens on the currently active status tab.
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Figure 1 — Cases list
Case statuses
Each case belongs to one status at a time. The five status tabs are:
Status | Meaning |
Pending | Case created but work has not yet started. |
Waiting for Records | Case is active but waiting on outstanding documents before processing can continue. |
Open | Case is fully active and being worked on. |
Archived | Case has been completed or closed. Retained for reference. |
Rejected | Case has been declined or closed without completion. |
To change a case's status, open the case three-dot menu and select Case details.
Case card information
Each case card in the list shows:
Case name and status badge (e.g. Ready, In Progress).
EVENT date and DOB (date of birth of the claimant).
Team assigned to the case.
Case reference number.
Labels (colour-coded tags).
Created at date, Last material uploaded date, and Examination date (where set).
Searching and filtering
Above the case list, the following controls are available:
Search case — search by case name or reference number.
Client — filter by the client company linked to the case.
Sort by — sort by creation date or other fields.
Sort preferences icon — opens additional sort options.
Case labels
Labels are colour-coded tags applied to cases to help organise and filter them. To manage labels on a case, open the case three-dot menu (⋮) and select Labels. Admin and staff users can create and assign labels.