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Dormant Cases

Dormant Cases

Dormant cases identify cases that have had no activity over a specified time period. This assists in identifying cases that might need follow-up or re-engagement.

These cases are important in finding and reviewing dormant cases, which may need to be followed up, archived, or reassigned to enhance efficiency and case handling within the company.

When Dormant cases tile is clicked by user, two tabs shows:

 

  • Inactive Case Notes (Default selected): This button shows or filters the view to display case notes that are marked as inactive or linked to inactive cases.
  • Inactive Task: This button is employed to show or filter the view to display tasks that are marked as inactive.

Report Specific Filters

    • From: A date to choose that determines the date from which the cases are inactive.
    • To: Determines the end date for the inactivity being considered.
    • User: A drop-down list with “Select User” as a placeholder. This could include filtering dormant cases which have been assigned to a particular user (attorney or paralegal).
    • Case Type: A dropdown list with “Select Case Type” as a placeholder. This enables filtering dormant cases based on their type (e.g., Asylum, Citizenship, Deportation).
    • Branch: Enables filtering dormant cases based on the particular branch they fall under from the dropdown.
    • Attorney: Enables filtering dormant cases based on the attorney assigned from the dropdown.
    • Paralegal: A dropdown list which enables filtering dormant cases based on the paralegal assigned.
    • Reset Filters: A control to delete any previously applied filter criteria.
    • Search: A control to search for the specified entered filter criteria.

    Download Report

    A green button at the top right corner facilitates export of the displayed dormant case data report in pdf and excel formats.

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