About fields on the case detail page

The case detail page provides a detailed overview of a case. The page displays detailed case information as well as meta data fields that are used to classify and provide access and security details for the case. The case detail page can also be set up to display detail tabs at the bottom of the page.

The case detail page is opened by double-clicking a case in the case list or in a search result list.

 

Meta data fields

The following fields are displayed on the case detail page:

Field

Description

Title

The case title.

Case group

A classification of the cases and a mandatory field. A case group can have sub-groups, further categorizing the case within the main case group. The content of this field is defined by your organization.

See Also

Case groups and child case groups

Child case group

An optional classification of a case. The content of this field is defined by your organization.

See Also

Case groups and child case groups

Case handler

The name of the user who created the case is entered here by default. You can assign a different case handler.

Responsible unit

The organizational unit that is responsible for the case. The organizational unit of the current user is automatically inserted by default. You can change the unit by selecting a different unit from the list.

Case type

The content of this field is defined by your organization.

State

The available case states are defined by your organization.

Case text

A description of the case or comments on the progress of the case handling.

Created date

The creation date of the case is entered automatically. This field cannot be edited.

Planned closing date

The date on which the case is expected to be closed.

You can define a planned closing dare for the case which lies before the date case is created inWorkZone.

If the planned closing date is before the date the case is created, the field value will be displayed in a red font color.

Closed date

The date on which the case is closed.

Created by

The name of the user who created the case is entered automatically.

Previous case number

Enter the case number of the previous relevant case.

Keywords

You can enter keywords from the dictionary of your organization on cases, documents, and contacts.

Read access

Define who can see the case.

The text of the access code is displayed by default, but a system administrator can edit your configuration and change the field parameter to display the actual access code instead.

Write access

Define who can edit the case.

The text of the access code is displayed by default, but a system administrator can edit your configuration and change the field parameter to display the actual access code instead.

Acting unit

The organizational unit responsible for case execution.

Default document classification

Classification code to be inherited by case documents. Classification orders and prioritizes data based on its sensitivity. Default classification code is inherited from the case group or from the global value that are set by administrator. You can override this code by selecting the desired classification from the list.

Documents created in WorkZone Client 2017 SP1 and earlier versions have no classification.

Retention code

Indicates which retention policy is assigned to the case. Retention policy defines the following rules:

  • time during which the case should be retained in the database;
  • access code which is required for permanent case deletion.

Retention date

Indicates until what date the case should be retained in the database after the case has been closed.

The Retention date is calculated based on the retention policy assigned to the case by adding the value in the Relative retention period of the assigned retention policy to the date the case was closed.

The Relative retention period is a field on the applied retention policy and is found in WorkZone ConfiguratorRetentionRetention policy.

Primary party

The primary party is the main contact associated with the case.

This field is not displayed by default and must be added to the configuration by a system administrator.

The primary party field can be made mandatory and default values can be set by the system administrator when adding the field to the case detail page.

See Also

Add or change the primary party

Notes: If you have the CONFIGADM access code, you can configure the fields displayed on the case detail pages. See About detail page customization.