Compact Workload Search

The Compact Workload Search can be used to locate active cases.

Activity Type: This option displays cases associated with the selected activity that are pending.

For example, selecting "Transfer Request" and clicking "Search" will display only those cases awaiting action (such as: completion, review, etc.)

Pending Activity Only: Filters results to display only those cases requiring action, which may not pertain to the user conducting the search. 

Search My Cases Only: Limits results to cases assigned specifically to the user.  This option is only available to users with a Supervisor or Compact Office role.

By default, the Compact Workload search criteria will reflect the criteria used in previous searches, making it easier for users who frequently perform the same searches.

Use the 'Reset' button to clear previous search results, especially if an unexpected message states 'No remaining records to display'.