Cases and Infractions
Cases and Infractions are two tabs in Service Infractions.
Enhancements and corrections to Cases and Infractions typically concern system users.
| Version | Type | Description | ID |
|---|---|---|---|
| 6.2.2 | ENH | Infractions can now be confirmed or forgiven in bulk. To use this feature, the security permission PassEligibility/Service Infractions/Screens/Infractions must be granted. In Service Infractions, on the
Infractions tab, the following filters can be used to
search for infractions:
Use Display to show matching infractions and Reset to clear filter values. After infractions are identified, the
following options are available:
Relates to PASS-12865 and PASS-14041. |
PASS-12596 |
| 6.2.2 | ENH | Cases can now be updated in batches. Specifically, all cases or all unassigned cases in a selected Investigation phase can be assigned to a specific user. To do this, click or ; or select or . Relates to PASS-13180. |
PASS-12597 |
| 6.2.2 | ENH | Weather details can now be shown for infractions. Weather information includes address, date and time, temperature, precipitation probability, wind speed, and humidity. To view weather information, on the Cases tab, in the Infractions widget, for a trip with location information, click the Show Weather Information button. |
PASS-12881 |
| 6.2.2 | ENH | Flagged Period totals for clients are now visible on the Cases tab in the Infractions widget title bar. | PASS-12900 |
| 6.2.2 | CORR | A new button is available in the upper-right corner of the AVL map screen
(accessed from the Infractions widget). This allows users to toggle Google Street Routing on and off. (The button looks like a small section of road with passing lines.) |
PASS-12953 |
| 6.2.2 | ENH | Now, when a Behavioral policy case infraction is created, today's date is used and a Trip ID can be entered. | PASS-12995 |
| 6.2.2 | ENH | Behavioral case infractions in a Confirmed or Forgiven state can no longer be
edited or deleted. Behavioral cases can only be deleted if they are in the initial stage. They can be edited in any stage. |
PASS-12996 |
| 6.2.2 | ENH | On the Cases tab, Confirm
Undecideds and Forgive Undecideds options were
added to allow bulk confirmations for a selected case. To confirm all undecided case infractions, select the case card, click the arrow beside Confirm and click Confirm Undecideds. To forgive all undecided case infractions, select the case card, click the arrow beside Forgive and click Forgive Undecideds. |
PASS-13118 |
| 6.2.2 | ENH | Now, when Behavioral policies are in the Archived stage, infractions cannot be added. | PASS-13142 |
| 6.2.2 | ENH | In Behavioral cases, the Initial stage is now always visible. | PASS-13175 |
| 6.2.2 | ENH | Cases can now be updated in batches. Specifically, after selecting an appropriate phase, users can select to promote all eligible cases, or, in compose message phase, users can click to download all phase letters to a .zip file and to mark all phase letters as delivered. Relates to PASS-12597. |
PASS-13180 |
| 6.2.2 | ENH | Confirmed, forgiven, and undecided infractions (shown in the
Infractions widget on the Cases tab)
now have specific icons associated with them:
|
PASS-13731 |
| 6.2.2 | ENH | Now, on the Cases tab, all cases (or all unassigned
cases) within a phase can be assigned to the current user. To assign all cases, click the phase (for example, ) and then click . To assign all unassigned cases, click the phase and then click . |
PASS-13732 |
| 6.2.2 | ENH | On the Cases tab, user groups are no longer listed in the Assign lists. | PASS-13914 |
| 6.2.2 | ENH | Infractions shortcuts (found in the Infractions widget on
the Cases tab) are now available. They let system users show all case infractions, show confirmed infractions, show forgiven infractions, show undecided infractions, select all infractions, and clear all infractions. |
PASS-14092 |
| 6.2.2 | ENH | Now, when multiple infractions are confirmed or forgiven using the Infractions tab, the system user's name appears in the entry recorded on the Cases tab in the Case History widget. | PASS-14170 |
| 6.2.2 | ENH | Infractions based on cancellations that have been uncanceled after the
infraction is Confirmed are now marked in black with a prohibition sign (circle with
a slash through it). This lets users know that the infraction will not be used when determining applicable penalties. |
PASS-14172 |
| 6.2.2 | ENH | Weather information is shown in Fahrenheit or Celsius based on the context property. | PASS-14183 |
| 6.2.2 | ENH | Comments added to Behavioral cases can now be edited. To view previous versions of the comment, in the Case Comments widget, click the Comment History button. |
PASS-14203 |
| 6.2.2 | ENH | Unit information is now visible on the Cases tab in the
Client Information widget. For example, and apartment number of 101 or a suite number of 223. |
PASS-14340 |
| 6.2.2 | ENH | On the Cases tab, in the
Infractions widget, wording was updated. For example, Client Flagged Periods is now Flagged Periods. |
PASS-14365 |
| 6.2.2 | ENH | Icons were removed from the Client Information widget. | PASS-14371 |
| 6.2.2 | ENH | The Show Avl Map option in the Infractions widget is only available if the geostatus value is less than 0 (Geostatus is found in the BookingLegs table). | PASS-14375 |
| 6.2.2 | ENH | Now, reasons applied when batch confirming or denying infractions (from the
Infractions tab) are added to the Case History widget. Note that case comments are not seen in the Case History widget, they are found in the Case Comments widget. |
PASS-14381 |
| 6.2.2 | ENH | Infractions shortcuts (found in the Infractions widget on
the Cases tab) have been renamed. Now, from left to right, they are Show All, Show Confirmed, Show Forgiven, Show Undecided, Select All, Clear All. |
PASS-14524 |
| 6.2.2 | ENH | A count of pending infractions is now shown on the Infractions title bar. | PASS-14703 |
| 6.2.2 | ENH | The Reinvestigate button is now available for cases in a
grace period and waiting to be suspended. After a client has been suspended, a Modify Suspension button is now available. This allows users to forgive the suspension and re-define the Suspension Duration. Relates to PASS-15713. |
PASS-15598 |
| 6.2.2 | ENH | The Create dialog box for creating Behavioral policy cases includes the Client Name or #, the Creation Date, and a Description of the case. | PASS-12867 |
| 6.2.2 | ENH | Now, for Behavioral policies, when an Occurrence Date is
selected, scheduled trips for the selected date are available from the
Trip ID drop-down list. This allows users to associate infractions with specific trips when warranted. |
PASS-14372 |
| 6.2.3 | ENH | Now, selecting a different client case in the Client Information widget reorients the Cases tab to the selected case. | PASS-16071 |
| 6.2.3 | CORR | There was an issue where some cases transitioned from Warning -
Delivered phases to the Warning Alert 1 -
Investigation phase and letters that had been delivered were removed
from cases. Now, infractions previously used in sanctions cannot be re-validated and letters are not removed from cases that are reset and transition from the Warning Alert 1 - Delivered phase to the Warning Alert - Investigation phase. |
PASS-16205 |
| 6.4 | ENH | Now, a case that has transitioned to the Warning - Delivered phase can have its warnings re-investigated and infractions forgiven in the Warning - Delivered screen. | PASS-16380 |
6.2.6 |
ENH | The Behavioral Case creation process has been improved with the following
updates:
|
PASS-18665 |
6.2.6 |
ENH | Sort functionality has been improved, you can now sort case cards by total number of infractions in a phase. | PASS-17801 |
6.2.7 |
ENH | Client name and Id is now displayed on Infractions card in the Infractions tab. | PASS2-971 |
6.2.8 |
CORR | Fixed an issue that caused cases with undecided infractions to be stuck in the Warning-Delivered phase. | PASS2-4837 |
6.2.8 |
ENH | Improvement added to allow you to skip an unnecessary case from initial to closed phase when archiving cases. | PASS2-4718 |
6.2.8 |
CORR | Fixed an issue where when infractions were updated for a case, extra invalid trip count was updated in the history record. | PASS2-4570 |
6.2.8 |
ENH | Added Used in Sanction to Infraction Status dropdown menu in the Infractions tab. | PASS2-4513 |
6.2.8 |
ENH | The following improvements have been made in the Infractions tab:
|
PASS2-2501 |
6.2.8 |
CORR | Fixed an issue, where Confirm/Forgive buttons were enabled before infractions were selected. | PASS2-5613 |
6.2.8 |
CORR | Fixed an issue, where filter criteria was removed from the cache when the infraction tab was loaded. When last used filter criteria is loaded with the Infractions tab, it can cause confusion. | PASS2-5334 |
| 6.2.4 | ENH | Added a purple color-code for used in sanction infractions to denote that they were no longer forgivable, with the same X icon as confirmed infractions. | PASS-16673 |
| 6.2.4 | ENH | Enabled the Show AVL Data button on the infraction list widget when the ShowDummyAVLData Switch was turned on, even though there was no valid AVL data available. When ShowDummyAVLData switch is turned off, the Show AVL Data button is enabled only when valid AVL data is available for the trip associated with the infraction. | PASS-16672 |
| 6.2.4 | CORR | Fixed an issue where error pop-up appears after adding a comment to a case. | PASS-16612 |
| 6.2.6 | ENH | Client and Location search has been improved. You can now search by entering ID into Client and Location drop-down boxes. | PASS-18769 |
| 6.2.6 | ENH | Maximum 2000 Characters is displayed on ADD A COMMENT pop-up to inform users of character limit. | PASS-18869 |
| 6.2.6 | ENH | You can now print all cases (or all cases within a phase) for a report. | PASS-18547 |
| 6.2.7 | CORR | Fixed an issue where Case history was not ordered. | PASS2-970 |
| 6.2.8 | CORR | Fixed an issue where a client case showed previous suspension history despite having no previous suspensions. This occurred because a suspension was created and set with a start date of today. | PASS2-5885 |
| 6.2.8 | ENH | Arrival/dwell info for trips are now displayed on Infraction cards in the Cases screen even when Driver/Vehicle/Provider information is missing. | PASS2-5623 |
| 6.2.8 | ENH | Removed color coding of cancelled times in Infraction cards. | PASS2-5408 |
| 6.2.8 | ENH | Added an Issues Only checkbox to the Infractions dialog. When checked, the filter excludes any infraction that does not have any obvious issue with it. This will make it easier for users to find the infractions that have some probable reason to be forgiven. They would then be able to select and forgive all infractions displayed. | PASS2-5208 |
| 6.2.8 | CORR | Fixed an issue where new infractions promoted a client from level 1 to 2 despite suspensions forgiven at level 1. This was incorrect logic. If level 1 was forgiven, then the client should be moved back to a previous level, and new infractions should promote the client to level 1. | PASS2-5033 |
| 6.2.8 | CORR | On the Infractions tab, the total number of infractions is now displayed. | PASS2-4931 |
| 6.2.8 | ENH | Client ID is now displayed on case cards and case ID is displayed on the infractions widget title bar. | PASS2-4826 |
| 6.2.8 | CORR | Fixed an issue in the Infraction tab, where interacting with disabled Confirm/Forgive for a UsedInInfraction made the dialog box pop-up, which could be confusing for users. | PASS2-4802 |
| 6.2.8 | ENH | The following were added to improve the performance of the Infractions tab:
|
PASS2-4736 |
| 6.2.8 | CORR | Fixed an issue where the current date could not be changed when working on a case. | PASS2-4201 |
| 6.2.9 | CORR | Fixed an issue where in the Infractions tab, the Para. Service drop-down list filter was not functioning correctly. | PASS2-7427 |
| 6.2.9 | CORR | Fixed an issue where the incorrect number was shown after confirming all infractions. This occurs when there was more than 1000 infractions displayed, and then Confirm All Infractions was clicked, the incorrect number was displayed on the confirmation dialog box. | PASS2-7411 |
| 6.2.9 | ENH | Combined the counts for Confirmed and Used in Sanction infractions to avoid confusion when percentage was displayed on the title bar. | PASS2-7388 |
| 6.2.11 | ENH | You can resend an email on a case in any phase except for a closed phase without having to reinvestigate. | PASS2-12527 |
| 6.2.11 | ENH | Cases without email, but fall under email enabled policies can still be promoted. The Send Email switch is now disabled. When a user promotes a case, they will get a warning message that there are cases that do not have email addresses, and those cases will still be promoted, but will be letter only. | PASS2-12504 |
| 6.2.11 | ENH | Now, assignment/un-assignment/reassignment of cases is allowed in compose and delivered phases. | PASS2-11418 |
| 6.2.11 | ENH | Client info is now included when importing infractions in order to handle cases for inactive clients. Previously, if there was missing client info when fetching policy infraction records, Service Infractions would assume clients had not been imported before, and would then continually generate new policy infraction records. | PASS2-10575 |
| 6.2.11 | ENH | The Labels icon and drop-down list on the Cases ribbon will now come after the Letters icon. | PASS2-10432 |
| 6.2.11 | ENH | The Download button (below the Labels icon in the Cases ribbon) will only be enabled for single or all cases within a phase, when a labels template is uploaded for a policy. | PASS2-10419 |
| 6.2.11 | ENH | In Warning - Delivered Phases, a button was added in the Cases ribbon to allow you to re-investigate the warnings. | PASS2-9092 |
| 6.2.11 | ENH | In the Infractions card, AM/PM flag is now displayed on neg times. | PASS2-8282 |
| 6.2.12 | ENH | Fixed an issue where a schedstatus code change was not displayed in the Infraction card when the schedstatus code was changed from one infraction type to another. The previous one was still displayed. | PASS2-12371 |