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SafeGrounds User Guide

All Cases

Browsing, filtering, and sorting the full list of cases available to you in SafeGrounds

Viewing Cases

When you open SafeGrounds, you will land on the All Cases page by default. You can also access this page anytime by selecting All Cases from the main menu, located directly below the Add Case tab.

The All Cases page displays every case you have permission to view, based on your User Permissions in the system. Any cases outside your access level will not appear in your list.

All Cases Overview

All Cases page overview
Figure 1 — The All Cases page

Column Descriptions

  • Case # — The unique case number assigned to the case
  • Created On — Date the case was created in the system. Note this may differ from the date of the actual incident
  • Case Type(s) — All Case Types associated with the case. Case Classifications appear in parentheses. Hover over this column to see the full list
  • Involved Parties — All involved parties listed on the case
  • Owner — The Case Owner for that case
  • Phase — The current phase of the case. If a case has multiple classifications with different phases, hover over the phase section to see each classification and its corresponding phase
  • Status — Active indicates one or more Case Classifications is currently active. Closed indicates all Case Classifications are closed. Hover over Status to see each classification and its corresponding status
  • Advanced Filter — Located in the top right, used to filter the case list by specific criteria
Tip: Cases are displayed newest to oldest by default. Click the sorting arrows next to any column header to change the sort order. Click any case to open and view it.

Filter Classifications

To find a specific case, use the Search bar located at the top of every page. See Searching for more details.

Classification Filter panel
Figure 2 — The Classification Filter

You can also narrow your view using the Classifications filter. Select one or more classifications from the dropdown menu to display only cases that match your chosen criteria. Once you've made your selections, click the blue Filter button to apply.

Advanced Filter

At the top right of the All Cases grid view, click the Advanced Filter button to open a slide-over panel. This allows you to filter cases using a variety of detailed fields and criteria.

Advanced Filter panel
Figure 3 — The Advanced Filter slide-over panel
  • Case # — Search by case number in format #YY-XXXX
  • Involved Party Name — Displays all cases where that person is listed as an involved party
  • Reported On Start / End — Filter cases within a specific date range
  • Case Type(s) — Filter by a specific case type
  • Case Classification(s) — Filter by a specific case classification
  • Attribute(s) — Filter by a specific attribute
  • Report Source — Filter by a specific report source
  • Status — Filter by a specific case status
  • Phase — Filter by a specific case phase
  • Team Member — Displays all cases a specific team member is associated with
  • Functional Area — Filter by a specific functional area

After selecting your filter options click the blue Save button. The slide-over will close and the All Cases page will update to show only matching cases.

Note: Once filters are applied a Clear Filter button will appear next to the Advanced Filter button. Click it at any time to remove all active filters.