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My New Cases

The "My New Cases" tab shows you all new cases for which you are responsible as case manager or conciliator - regardless of your assignment principle.

The image shows the dashboard view in OmbuDesk in the "My New Cases" tab, which is highlighted in color in the navigation bar.

What search and filter functions are available to you in this tab?​

You have the possibility to use all data fields as filter and search functions.

You can find the instructions for this in the Dashboard section.

How can you quickly get an overview of your new cases?​

You benefit most from the "My New Cases" view if you customize the shown columns according to your own preferences.

The image shows the "My New Cases" view, in which the column configuration and the displayed columns are highlighted in color.

When is a case no longer listed under "My New Cases"?​

You will no longer find a case under "My New Cases" as soon as you set the status of a case to something other than "New Complaint".

The image shows the status change in the digital case file. The heading of the dialog window "Change status" is highlighted in color.