The home screen contains a list of open and pending case tickets that have been assigned to you. It is also the first screen you'll see when you log into CivicTrack.




This list has the following headings, all of which can be sorted by clicking it:

Heading NameDescription
ID
Case ticket ID number
First nameFirst name of the constituent
Last nameLast name of the constituent
TypeCase type of the case ticket
Status
Case status of the case ticket
Case codeCase code of the case ticket
AgeHow many days it has remained in the work queue
AssignedWho the case ticket is assigned to
DescriptionA description of the case ticket
Follow-upA follow-up date reminder for the case ticket
SubtypeSub-type of the case ticket
Created byThe user account that created the case ticket


Opening a case ticket from the home page

Clicking any of the rows will direct you to the constituent's profile, under the respective case ticket you clicked.



Filter options

Filters are a great way to narrow down on the list of case tickets you're looking for, and the home page has three drop down filters you can use, as well as an open text box.



The three drop down filters are:

  • Case type
  • Case status
  • Case assigned to


The filter text box is great if you want to filter based on keywords in the description or case code.