Create your own list to view case metrics

Configure a custom list to view workplace cases. You can view the workplace cases based on the filter that you apply and monitor the cases.

Before you begin

Role required: sn_wsd_case.manager

About this task

By default, the dashboard displays the metric tiles and the list of all cases under various categories. When you select a metric tile on the dashboard, a list view opens with the associated cases. In the list view, on the left panel, the following lists are displayed by default:

• All cases
• All active cases
• All resolved cases
• Open critical cases
• SLAs breached
• Unassigned cases
• Cases awaiting approval

You can also create your own list on the panel based and view the workplace cases matching the set filter.

Procedure

1. Navigate to All > Workplace Central > Workplace Central.
   You can also open Workplace Central from the Employee Center directly. Navigate to Workspaces > Workplace Central.
   The Workplace Analytics dashboard opens.
2. On the left pane, select the Case Management icon ().
   The Case Management dashboard opens.
3. In the Overview section, select any of the following tiles to open the list view.
   • All active cases
   • Open critical cases
   • SLAs breached
   • Unassigned cases
   • Cases awaiting approval
4. In the list view, on the left panel, select My Lists.
5. Select Add new list.
6. In the New List dialog box that appears, do the following:
   1. To create another version of the existing list, select the Start from existing tab.
      1. In the List field, select the list that you want to reuse.
      2. In the List name field, enter a name for the list.
      3. In the Select columns field, select the columns that you want to view additionally.
      4. In the Add filter section, add the filters based on which the workplace cases must be filtered.
   2. To create a new list, select the Create your own tab.
      1. In the List name field, enter the name of the list.
      2. In the Select Source field, select the source table.
      3. In the Select columns field, select the columns that you want to view.
      4. In the Add filter section, add the filters based on which the workplace cases must be filtered.
   3. Select Create.

Result

The custom list is added to the My Lists tab on the left panel. At any time, you can view the lists and manage the workplace cases.