Filter the Cases in ICM

  1. Select Cases > Case Summary.

  2. Use the filters to narrow the results shown:

    • Case Type

    • Case Officer

    • Case Status

    • Creation Date

      Enter dates or use the Calendar icons to narrow the time period for the results.

    • Business Unit

    • Business Region

      Only business units and regions you're a member of will be available in these drop-downs.

    • Designation

    • Team

    • User

  3. To filter the results by duration:

    1. Select the Expand section icon beside Duration.

    2. Use the filters to narrow the results shown:

      • Attribute

      • From

      • To

      • Duration (days)

  4. Select the Include cases ... checkbox to include cases where users have indirect update access to the case via a team or designation.

    For example, a user might be assigned to a team by a case officer and be working on a case as part of a team.

  5. Select Refresh.

  6. To sort the results by column, select a column header:

    • Case URN

    • Case Title

    • Case Officer

    • Case Type

    • Case Status

  7. To see more details about a case in the adjacent panel, select a case in the Results area.

  8. To open and edit a case, double-click it in the Results area.

    To see a list of cases you need the Can View Case Summary permission.