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Open and read a case

How to find a case, open it, and recognise the parts of the detail view: the header, the status timeline, and the sidebar tabs (Tasks, Documents, Participants, History, …).

Goal​

By the end you will have opened the Cases list, located a case by search or filter, opened its detail view, and read the status, deadline, and confidentiality badges on the header.

Prerequisites​

Steps​

  1. From the Procest navigation, click Cases. The list view opens with a Cards / Table toggle.

    Cases list view

  2. Switch between Cards and Table with the radio toggle. Cards show the rich preview (status pill, deadline, handler avatar). Table is denser: better for scanning a long list. Use the search row at the right to filter by title, identifier, or status.

    Cards vs Table toggle

  3. Click a row (or a card) to open the case. The detail view loads with a header band: case title, identifier, status pill, deadline countdown, confidentiality badge: and a sidebar on the right.

    Case detail header

  4. Walk the sidebar tabs. Summary holds the case fields. Tasks lists everything assigned to roles on the case. Documents shows attached files. Participants lists who plays which role. History is the audit trail of every status change and edit. Comments is the in-case discussion thread.

    Case sidebar tabs

Verification​

You are reading the case correctly when: the header shows a non-empty status pill, the deadline countdown is either a date or "No deadline", and the sidebar tabs respond to clicks without an error.

Common issues​

SymptomFix
Detail view opens but body is emptyThe case schema fields are not mapped: see Manage Procest settings and re-import the configuration.
Status pill is blankThe case has no current status; open the History tab to confirm a starting status was set, or transition it via Move a case through its workflow.
Search field returns nothingSearch is case-sensitive by default; clear filters with the X in the search row.

Reference​