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View Summary in Manage Cases in TrustLine

Summary

 This guide explains how Admin users can view the summary of cases in the Manage Cases section of TrustLine. You can access detailed case information, such as case number, representative, status, and more.

In this article

  • Before you begin
  • Step 1: Access Manage Cases
  • Step 2: View Summary of a Case
  •  Frequently Asked Questions (FAQ)

Before you begin

  • You need to have an Admin role with the necessary permissions to access Manage Cases and View Summary in TrustLine.
  • Ensure that your account has the required permissions to view and manage cases.

Step 1. Access Manage Cases

  1. Log in to your Plumm account with your genuine credentials.
  2. Go to the Admin tab on the dashboard.
  3. In the Admin tab, click on Manage Cases to open the case management section.

Step 2. View Summary of a Case

  1. In the Manage Cases section, you will see a grid displaying all cases.
  2. Click on the three dots on the right-hand side of the case you want to view.
  3. Select the View Summary option from the dropdown menu.
  4. The View Summary page will show detailed information about the case, including:
    • Case No.
    • Representative
    • Last Updated
    • Date Created
    • Status
    • Tag
    • Category
    • Attachments
    • Details (These details were added when the case was filed, and the Case No. is sent to you via email when you add your Personal Email Address during case filing.)

Frequently Asked Questions (FAQ)

1.Who can access the View Summary option?

Only Admin users with the necessary permissions can access the View Summary option in Manage Cases. If you do not have the required permissions, you will not see the Manage Cases or View Summary options..
 

2. What details are displayed in the case summary?

 The View Summary section shows detailed information about the case, including the Case No., Representative, Last Updated, Date Created, Status, Tag, Category, Attachments, and the case Details.

3.How is the Case No. provided?

 The Case No. is automatically assigned when you file a case and is sent to your Personal Email Address.
 
 

4.Can I view case details for closed cases?

Yes, you can view the summary of both open and closed cases by selecting the View Summary option.

This guide should assist you in viewing case summaries within the TrustLine platform. If you encounter issues or need further assistance, please contact your HR or system administrator.