This article will provide an overview of Activities & Cases and how they may be used. You can quickly jump to each section by clicking on the links to the right-hand side.

What's the difference between an Activity and a Case?

Activities and Cases are flexible. They can be used separately or in conjunction with one another. It's helpful to think of Activities as individual, smaller tasks that may or may not be associated with a larger Case or program.

Since the Field & Community Services module was built to support a variety of organizations and services including Animal Control, Community Cat TNR Programs, Pet Food Pantries, and more, we've included the ability to customize which case or activity types or subtypes you may want to use.

Note
User must have the "Can close cases" user permission enabled. We recommend reserving this for Supervisors only.

Anatomy of an Activity/Case Card

Action Buttons

• Assign - Updates the assignee
• Edit - Opens the detailed view of the activity or case in a new tab
• Open/Complete/Close - Updates the status

Action Menu (also available in the detailed view)

• PDF - Downloads a document with details of the activity or case to print or share
• Delete - Deletes the activity or case completely, additional confirmation is required

Clicking anywhere into the card will open the detailed view of the activity or case in a new tab.

Detailed View Navigation

The detailed view of an activity or case is organized into the following tabs:

Details

• Type / Subtype
• Title
• Priority
• Location
• Status
• Created / Lasted Updated / Violation Reported timestamps
• Assigned To
• Incident Date
• Due Date
• Metrics
• Reference Numbers
• Zone
• Jurisdiction
• Related Cases/Activities

Associations

• Associated Partner Organization
• Associated People
• Associated Animals

Memos
Attachments
Violations

Quick Add Options

In the top right corner of the detailed view, you can quickly add a new memo, attachment, reference number, or related case/activity by clicking on the red plus icon:

After an item is added, you will be taken to the corresponding tab for a visual confirmation that it was correctly saved. 

When adding a related activity or case, the pop-up will give you options to either create a brand new item or associate an existing activity or case (where applicable):

Choosing to create a new activity or case will automatically pre-fill the following fields from the original activity or case you are creating it from:

• Priority
• Location
• Assigned To
• Incident Date
• Zone
• Jurisdiction
• Related Case/Activity