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Dashboard Overview

The dashboard gives you quick insights into past due cases, assigned cases, open tasks, along with other options to navigate to different areas of the system.

On the dashboard tab you will see a few different options along the top of the page that allow you to quickly navigate to commonly used pages of the system.

Below these navigation buttons, you will see a drop down list for selecting a specific location. All the items showing on the dashboard will be filtered by the location selected.

Four sections will display on the dashboard to give you a quick look at various case related items.

Past Due Cases

  • The past due cases section will show cases that have open and unpaid balances. The list will display cases with the oldest unpaid balances at the top.

Assigned Cases

  • The assigned cases section will show any cases assigned to the user that is logged in and viewing the dashboard.

Open Tasks

  • The open tasks section will show cases that have open tasks associated with them. The list will display cases with the oldest open tasks at the top.

Chain of Custody

  • The chain of custody section will show the most recent cases that have had changes to the chain of custody.