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
7.0 CORR

Fixed an issue where adding an attachment did not update in the Case history.

 SI-942
7.0 CORR

Fixed an issue where when a case was in the Investigation phase, the Envelopes button on the menu ribbon appeared disabled (greyed-out), but when clicked could still download a letter. Now, Envelopes button displays correctly (not greyed-out). Also, an additional improvement was implemented that enabled Envelopesbutton in all phases.

 SI-941
7.0 CORR

Fixed an issue where the envelopes data was not populating correctly in the template, resulting in incomplete or missing information.

 SI-917
7.0 ENH

The client’s first and last name are now displayed on case cards.

 SI-937
7.0 CORR

Fixed a minor issue where when the Policy sidebar was expanded to it’s maximum display width, it still left a little space on the left.

 SI-913
7.0 CORR

Fixed an issue caused by allowing infractions to be viewed in top-right and bottom pane. Now, infractions can only be displayed on the bottom window pane.

SI-911
7.0 ENH

Added a minor improvement in the Case History pane, where background colors of text now match the text’s length.

 SI-910
7.0 CORR

Fixed an issue in the Cases tab, where when the web browser was refreshed, the policy tree in the sidebar did not go back to it’s original position, but instead went back to the top of the policy tree.

 SI-909
7.0 CORR

Fixed an issue where the Case Emails pane was showing incorrect information.

 SI-886
7.0 CORR

Fixed an issue where another client’s case history was being displayed in the Case History pane instead of the current client.

 SI-878
7.0 CORR

Fixed an issue where infractions within a case were disappearing when the case card was clicked.

 SI-136
7.0 ENH

Added a parameter to the Add Infractions dialog box to indicate the number of test infractions to add. This will make it easier to add multiple infractions for the same client after finding their name from the list of all clients. Also, the infraction date(calendar’s current date) will set to the date set in Service Infractions, rather than the machine’s date.

SI-938
7.0 ENH

A new pane (widget) called Documents is available.

A user will be able to add JPG, PNG, PDF, DOC/DOCX, XLS/XLSX file formats. Users can upload the document and the name of the document will be visible in the pane, with an option available to Download, or Delete. Any downloads, or delete will be logged in the Case History pane.

 SI-897

SI-823
7.0 ENH
The following improvements were made to the Case Comments pane:

  • Line breaks were removed in case comments. For example, line breaks were removed for when the latest comment is displayed in a multi-line format but comment history records were single lined.

  • The Add Comment dialog box was resized.

  • Changed the gear icon to a hyper link that displays the date and time of when the comment was edited. Clicking the hyperlink will show/hide it from the Case Comments list.

  • Changed background color to grey for the previous version of case comments (prior to the edit) to differentiate them from latest version of comments (edited comments), which are white.
SI-892
7.0 ENH

Cases that were already investigated are now ready for promotion as soon as they transition from the Initial to Sanction stage.

 SI-890
7.0 ENH

Case comments can now be viewed in the Case History pane. When a case comment is added, it will also display in the Case History record.

 SI-337