Case Inventory
Clicking 'Case Inventory' in the popup menu will take you to a list of open cases, with their inventory values and report status tracked together in one place. The total current inventory value is displayed at the bottom of the list. The inventory value for a case is entered in the edit case page.
The evaluation status reports the date if an evaluation has taken place or is scheduled, with a (P) next to it if it was an evaluation by phone. An evaluation is schedule if a case activity 'Inital Evaluation' has been entered with either the calendar or case activity tools. The phone evaluation will be an activity 'Telephone Evaluation' scheduled for the case. If no evaluaton is scheduled, the column is left blank. If a case has the checkbox 'No Evaluation Needed' checked in your case data, 'N/A' will appear in the status column. The inventory page looks for a checkbox with the substring 'No Eval' is its name if field names are changed.
Below is the contents of the Report Status menu which tracks where a case is before it can be marked complete, and what items may still be pending.
Selecting a status of 'Complete' (at the bottom of the menu) will remove a case from this inventory page, and from the total inventory. The menu items are the same as are set for 'Report Status' in the edit case page. If field names are changed, the inventory will use the first case data field it finds containing the word 'Status'. Because the status menu is based on a customizable case data field, the available status options can be changed by the admin user.
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