Browse WorkZone cases and documents

You can search for WorkZone cases and documents to view their content and details.

1. Tap Browse in the navigation pane.
2. Tap the needed tab (Documents or Cases). Your WorkZone lists of documents or cases (depending on the selected tab) are then displayed along with your predefined filters and custom filters.
3. Tap the needed list to see its items.
Tip: For lists with many items, use the search bar to find a document or a case within that list.
4. Tap a case or a document to view its details and references. See View case details and View document details.

You can customize which WorkZone lists will be displayed when you open the Browse module, or rearrange their order.

1. Tap Browse in the navigation pane.
2. Tap the Cases or Documents tab.
3. Tap Edit. A list of your existing WorkZone lists is then displayed, divided into two sections:
• Selected filters: your WorkZone lists that are currently selected to be displayed by default.
• Search results: predefined or custom filters (depending on the selected tab) that you can select to be displayed when you open the Browse module.
4. To add or remove a list from your currently selected filters, or change the order of your displayed lists, tap and hold next to a list, and then drag and drop it to a new position.
   Tip:

   • Double-tap a list to move it from Selected filters to Search results, or the other way.
   • Tap Predefined filters or Custom filters, and then type a search request into the search bar to search for a specific predefined or custom filter.
     • Predefined filters are WorkZone lists automatically set up by your organization. Searching for predefined filters is case-sensitive.
     • Custom filters are your WorkZone lists (saved searches lists or any other lists) that you have created in WorkZone Client. Searching for custom filters is case-insensitive.
5. Tap Done to save your changes, or Cancel to discard them.

In the Browse module, you can view cases that are available to you and their metadata, view documents on the selected cases, preview or edit their content (for editable documents), and view document metadata.

1. Tap Browse in the navigation pane.
2. Tap the Cases tab. A list of WorkZone case lists that are available to you is then displayed.
3. Tap the needed case list, and select the needed case. Search for cases and documents, if needed.
4. Tap Documents to see all documents (available to you) on this case.

   Tip:

   • Tap a document to preview it, edit it (if the document is editable) or view its metadata. See steps 4-5 in View document details.
   • Tap Metadata to view the metadata of this case.
5. Tap Back to return to the selected case list.

You can browse through your case activities and view their details, such as current status, descriptions, history, comments, custom labels and documents (if available). You can also edit the editable documents and custom labels on a case activity, and leave your own comments. See User Guide for WorkZone Client and Administrator Guide for WorkZone Process for more information about case activities.

View your case activities

1. Tap Browse in the navigation pane.
2. Tap the Cases tab.
3. Tap a case for which you want to view case activities.
4. Tap the Case activities tab. A list of related WorkZone case activities is then displayed, including their title, created date and status.
Case activity status icons
• : Green – the deadline is due in more than 24 hours, or a deadline is not set.
• : Yellow - the deadline is due in less than 24 hours.
• : Red – the deadline is overdue.
• : Black - this activity has been excluded from the activities list and cannot be executed again.
• - this case activity has been completed.
• - there has been an error on this activity.
• - this case activity type is not supported in WorkZone Mobile yet.

Filter the case activities

1. Tap Browse > Cases.
2. Tap a case for which you want to view case activities details.
3. Tap the Case activities tab.
4. Tap a case activity to filter.
5. Tap at the top of the case activity's list.
6. From a list of available filters, tap the filter you want to apply.

   -Or-

   To remove the existing filter, tap No filter.
7. Tap Done on , or OK on .

View case activity details

1. Tap Browse > Cases.
2. Tap a case with the case activities that you want to filter.
3. Tap the Case activities tab.
4. Tap a case activity to see its details.
• Description: Displays activity instructions or descriptions, written by the administrator who created the activity list.
• History: Displays information about who has executed the activity and all comments entered on the activity as well as error messages if the activity could not be executed.
• Documents: Displays the document queries created for this case activity in DCR (if available).
Tip: Select a document and tap at the top right corner to edit it (for editable documents).
• Custom labels (case activity properties created for this activity in DCR). For editable labels, you can tap to edit an existing value or to remove it.

Leave a comment on a case activity

1. Tap Browse > Cases.
2. Tap a case with the case activity that you want to comment.
3. Tap the Case activities tab.
4. Tap a case activity that you want to comment.
5. Type your comment in the input field at the bottom of the screen, and tap the checkmark icon.

You can preview documents that are available to you, edit them (for editable documents), view their metadata, and navigate to the related cases and view their details and metadata.

1. Tap Browse in the navigation pane.
2. Tap the Documents tab. A list of WorkZone document lists that are available to you is then displayed.
3. Tap the needed document list, and select the needed document. Search for cases and documents, if needed. The document is then opened in a preview mode.
4. Perform the needed action:
• To view the metadata of this document: Tap at the top right corner. Tap to return to the document preview.
• To edit this document (if the document is editable): Tap at the top right corner.
  Note: You might need to install a relevant Office app to edit some document formats.
• To navigate to the related case and view its details and metadata: Tap at the top right corner.
5. Tap Back to return to the Documents tab.