Code Enforcement
Basics, Tips, and Preferences
Case View Dashboard Overview
Add New Case
1. In the sub-menu, click New Case.
2. Fill out the case information. This can be changed later if necessary.
3. Click the Create button at the top-right of the screen. This will enter the case into iWorq and a case # will be generated.
The Case Information Window Overview
The Case Information Window Details
Expand the button section for more details
Advanced Search
1. Click the Advanced Search button in the sub-menu
Advanced Search allows the user to search by any fields in the application.
2. Enter the desired search parameters and click Search
3. Searches can be saved for later ease of access. To save a search, click the Save Search
4. Enter a Saved Search Name and click Save Search
View Saved Searches
There are two methods to open a saved search:
Method 1
1. Click on the Open Saved Search button in the sub-menu
2. Select the saved search from the drop-down menu and click Open
3. The user can also edit the search parameters of the saved search by clicking Edit
4. Saved searches can also be removed by clicking the Delete button.
Method 2
Alternatively, you can select the saved search from the Select View drop-down menu in the upper right-hand corner of the Case View table
Saved searches can also be used when creating reports.
Side Menu Bar Overview
Located on the right-hand side of the "Case View" dashboard screen
The side menu allows you to:
- Save selected cases,
- Edit selected cases,
- Create multiple letters and multiple fees
- View Settings
- Customize dashboard preferences
- Print Information.
Save Selected:
This is another location where saved searches can be created.
1. Check the boxes to the left of the cases that you are wanting to group together in a saved search.
2. Select “Save Selected” from the side bar menu.
3. A popup window will open where you can name the saved search and then press “Save Selected"
Edit Selected
Edit Selected allows you to edit multiple cases.
1. Check the boxes to the left of the cases that you are wanting to group edit.
2. Select Edit Selected.
3. A page will open where you can select what fields need to be edited, then press Next.
4. Another window will open to input the desired edits, then press Edit Selected.
5. An alert will pop up that you must read, and press Continue to complete this request.
1. Check all the boxes to the left of the case that you need to edit.
2. Select Edit Selected from the Side menu.
3. A popup screen will appear where you can select just the selected cases or all the cases on the page. Then press NEXT.
4. Then a new popup window will open where you can select the field for what needs to be edited. Then press NEXT.
5. Another popup window will open where you can select what field you selected to be changed to from the drop-down menu.
Then press Edit Selected.
6. Then an alert will pop that you must read, and press continue to complete this request.
Multiple Letters and Inspections
Multiple Letters: allows you to link one letter to multiple cases at once.
Multiple Fees: allows you to link one fee to multiple cases at once.
Preferences and Settings
Preferences
To customize the display of your software application,
select the Preferences button within the side menu.
This is where you can set preferences on:
- Fields and the order they are displayed on the dashboard,
- Number of lines shown on one page (Page Size).
- Size information is displayed on the main dashboard (View Size),
- Size of detail sections on the edit screen popup window (Table Size),
- Default Size of the popup window. (Edit Screen Size)
- Condense popup window items (Edit Screen View)
- Color scheme
- Default saved search.
Choose Displayed Fields
In the Preferences window, select which fields to display in the Dashboard View table.
(Note: This does not remove a field from the application. Fields can still be viewed in the Information window if unchecked in the Preferences window).
Re-order fields displayed on dashboard
Select the gear icon in the bottom right side from the preference window.
From here you can click and hold on field items to drag them to the order you wish to see them displayed in the main dashboard.
Screen Display Settings
In the Preference window scroll down to the bottom to change the look and feel of your dashboard
Page Size
Changes how many items are displayed on each page.
View Size
Adjusts the size of the text and the cells on the primary interface.
Table Size
Adjusts the size of the table text within the pop-up window.
Edit Screen Size
Adjusts the default size that the popup window opens as.
Color Scheme Examples
