Commands for Behavioral Cases

Service Infractions allows you to perform actions using the command ribbon.

The Cases ribbon contains a number of groups: Assignment, Transition, Letters, Comments, and Infractions. Each group contains commands that you can use when working with cases.

For each group, the availability of a command is dependent on the phase a case is currently in. For example, you can use the Reinvestigate command after a case has been promoted from the Investigation phase to the Compose phase, and you can use the Appeal command if the case is in the Violation Alert – Delivered phase. Letters commands are available during the Compose phase for every stage.

You can apply a command to a specific case or to all cases. For a specific case, select the case and click the available command. For all cases click the drop-down arrow next to a command. and then select All in Phase or All in Phase Unassigned Cases.

With behavorial policies, there is a Cases and Infractions group. Depending on your system set up, you may also be able to access some of these commands using a right-click menu. Unlike other polices, behavioral polices allow you to create behavioral cases and infractions within the Cases screen. It has a set of additional commands in the Cases ribbon.

The table below describes the list of commands and the groups they belong to:

Table 1. Description of Commands Used for Cases
Command Group Description
Piece of paper with a right-facing arrow above the word Assign. Assignment Assign the case to the selected user.
Right-facing arrows forming a circle with a right-facing arrow inside the circle. Assignment Assign all cases in the phase to the selected user.
Right-facing arrows forming a question mark inside the circle. Assignment Assign all currently unassigned cases in the phase to the selected user.
Piece of paper with a generic head and shoulders avatar above the words Assign To Me. Assignment Assign the case to the current user.
Right-facing arrows forming a circle with a right-facing arrow inside the circle. Assignment Assign all cases in the phase to the current user.
Right-facing arrows forming a circle with a question mark inside the circle. Assignment Assign all currently unassigned cases in the phase to the current user.
Piece of paper with a question mark above the word Unassign. Assignment Remove the case assignment from the current user.
Piece of paper with a plus sign above the word Create. Cases Create a new case (For behavioral cases only).
Piece of paper with a pencil above the word Edit. Cases Edit the selected case (For behavioral cases only).
Piece of paper with an X above the word Delete. Cases Delete the selected case (For behavioral cases only).

Behavioral cases can only be deleted if they are in the Initial stage.
Piece of paper with an upward facing arrow above the word Promote. Transition Promote the case to the next phase or stage.
Right-facing arrows forming a circle with an upward-facing arrow inside the circle. Transition Promote all eligible cases to the next phase or stage.
Piece of paper with a magnifying glass above the word Reinvestigate. Transition Return the case to the investigation phase.
Piece of paper with a swoop arrow above the words Letter Issued. Transition Indicate the client letter has been mailed.
Right-facing arrows forming a circle with an upward-facing arrow inside the circle. Transition Indicate all client letters have been mailed.
Piece of paper with an exclamation mark above the word Appeal. Transition Start the appeal process for the client.
Piece of paper with a pencil above the words Modify Suspension. Transition Modify an existing suspension. Options include forgiving the suspension, and modifying the length of the suspension.
Piece of paper with a downward-facing arrow above the word Download. Letters Download the attached case letter.
Right-facing arrows forming a circle with an downward-facing arrow inside the circle. Letters Download all case letters in the selected phase.
Piece of paper with an upward-facing arrow above the word Upload. Letters Attach a new version of the letter to the case.
Note: The old version of the letter is removed. One case letter is kept for each applicable phase.

Piece of paper with a magnifying glass above the word Download.
 Infraction Detail Downloads all the infraction information for the case.
Folder with a piece of paper and dialog bubble visible and the words Add To Case below the folder. Comments Add a comment to the case.
Piece of paper with a check mark above the word Confirm. Infractions Confirm selected infractions should be counted towards warnings or suspensions.
Piece of paper with an equals sign above the word Forgive. Infractions Forgive selected infractions so that they are not counted towards warnings or suspensions.
Piece of paper with a question mark above the word Undecided. Infractions Indicate selected infractions must be confirmed or forgiven at a later time.
Piece of paper with a plus sign above the word Create. Infractions Create a new infraction.
Piece of paper with a pencil above the word Edit. Infractions Edit the selected infraction.
Piece of paper with an X above the word Delete. Infractions Delete the selected infraction.

Piece of paper with a pencil above the word Suspension
 Removes prior suspensions to prevent a case from being promoted to higher sanction level.
Important: The Expunging feature is only available in version 7.x.

Piece of paper with a pencil above the word Suspension
 Removes prior flagged periods to prevent a case from being promoted to higher sanction level.
Important: The Expunging feature is only available in version 7.x.