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Status Planned
Workspace Case Management
Categories Reports & Dashboards
Created by Guest
Created on May 6, 2020

RELATED IDEAS

Remove Converted Imminent Needs from the Imminent Need Filter

When converting a case from Imminent to AtNeed the case still remains in a tab with the Filter Imminent Need Cases. It would be helpful for them to not show in that filter once converted so that we can properly track our active imminent need cases and not have to filter through the ones that are no longer imminent need.

"I have a client in imminent need, who I changed to at need but is still showing up on the imminent need tab. "

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  • Tonya Clawson
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    |     Nov 14, 2023

    Once a case is converted from Imminent Need to At-Need, please remove the imminent need classification from the case. The case only needs to show as At-Need not as both At-Need and Imminent Need. Having both classifications affects the way cases are filtered and also expands the number of case lines on the dashboard display.