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.
Parent Topic:Working with Case management
Related topics
Manage workplace cases using Case management
Work on a workplace case using Case management
Create a workplace service case
Create a child case and a child task
Manage workplace cases in calendar view in Workplace Central
Manage workplace cases in List view in Workplace Central
View Facility Assets in Workplace Central
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.
Before you begin
Role required: sn_wsd_case.case_reader
Procedure
Navigate to All > Workplace Central > Workplace Central.
You can also open Workplace Central from the Employee Center directly. Navigate to Workspaces > Workplace Central.
The Workplace Analytics dashboard opens.
On the left pane, select the Case Management icon (
Case Management icon.\).
The Case Management landing page opens.
Select the filter icon and set the filter criteria.
The results appear based on the filtered condition.
Select Print filter selection.
You can view the consolidated report with the filtered case details in a new Workplace Task page.
Print selected cases
Print a consolidated report, including task details and associated services, by selecting one or more workplace cases.
Before you begin
Role required: sn_wsd_case.case_reader
Procedure
Navigate to All > Workplace Central > Workplace Central.
You can also open Workplace Central from the Employee Center directly. Navigate to Workspaces > Workplace Central.
The Workplace Analytics dashboard opens.
On the left pane, select the Case Management icon (
Case Management icon.\).
The Case Management landing page opens.
Select one or more workplace cases.
Select Print selected cases.
You can view the consolidated report with the selected case details in a new Workplace Task page.