--- title: "View cases" slug: "view-cases" updated: 2026-08-27T10:35:31Z published: 2026-08-27T10:35:31Z canonical: "knowledge.lightico.com/view-cases" --- > ## Documentation Index > Fetch the complete documentation index at: https://knowledge.lightico.com/llms.txt > Use this file to discover all available pages before exploring further. # View cases You must log in as a user with permissions for Case Manager. Once you log in, the Case Manager home page opens. On the home page, you can: - [View basic case information](/v1/docs/view-cases#view-basic-case-information) - [Search cases](/v1/docs/view-cases#search-cases) - [Reassign a case](/v1/docs/view-cases#reassign-a-case) - [Download a case audit](/v1/docs/view-cases#case-audit) - [Create a new case](/v1/docs/view-cases#new-case) --- ## View basic case information The Case Manager home page provides you with a list of all cases in the system and basic information about them including: - **Owner** - user that is currently assigned to the case; this can change as the case progresses, see [below](/v1/docs/view-cases#case-status) - **Creation date** - Date the case was created - **Status** - See [below](/v1/docs/view-cases#case-status) - **Custom information** - Display information from a field in the case, contact Lightico technical support to configure this feature - **Notes unlocked** - Whether the [case notes](/v1/docs/complete-a-case#taking-notes) are unlocked, indicating an open issue or discussion in the case ### Case status A case can be listed as being in one of the following states: - **Created** - Created, but no work was saved - **In progress** - Work has been started and was saved - **Completed** - All mandatory fields have been completed and the agent has changed the status of the case to **Completed** - **Approved** - A user with supervisor permissions has approved the case - **Cancelled** - Cancelled by an agent or supervisor --- ## Search cases The Case Manager home page enables you to search for opened case in any of the following ways: ### Recent case Click **Creation range** and select how far back you want to search. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/2026-08-23_10-31-44.png) ### Advanced filters 1. Click **Advanced filters**. 2. In the Advance filters dialog, set one or more of the filters and click **Apply filters**. You can make multiple choices for each filter. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/2026-08-23_10-30-30.png) ### Search by case content In addition to metadata about a case, you can search by data that is inside a case. Data inside a case is identified by the Attributes to which the data is bound. > [!NOTE] > Note > > An Attribute only shows up in the Advanced search when it is configured as searchable in the settings for that Attribute (see [Include an Attribute in Case Manager advanced search](/v1/docs/make-an-attribute-searchable-for-case-manager)). **To search by case content:** In the **Advanced filters** dialog, under **Search by Attribute**, define an Attribute, operand and value. ### Sort Click any of the column headings to sort cases by that parameter. --- ## Reassign a case Change the case ownership from one user to another. **To reassign a case:** 1. Click the options menu for the relevant case and select **Reassign**. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/2025-03-23_16-15-55.png) 2. Select the new owner from the dropdown and click **Done**. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(303).png) --- ## Download a case audit The case audit is a log of when any change was made to the case. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image-1742742328227.png) > [!NOTE] > Note > > An administrator can hide this feature in system or team settings. See [Configure Case Manager settings](/v1/docs/configure-case-manager-settings#case-manager-audit-trail). **To download a PDF of the case audit:** 1. Click the options menu for the relevant case and select **Download case audit**. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/2025-03-23_16-15-55(1).png) A file browser opens. 2. Click **Save**. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(305).png) --- ## Create a new case Click **New case**. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(306).png) For more information, see, [Open a case](/v1/docs/opening-a-case). --- ## Q & A ****How do I find a specific case?**** You can use recent case filters, advanced filters, or sort by column headers to quickly locate the case you're looking for. ****Can I reassign a case to another user?**** Yes. Use the options menu on the case row, click **Reassign**, and choose a new owner from the dropdown. ****What is a case audit and how do I download it?**** The case audit is a PDF log of all changes made to a case. You can download it from the case’s options menu by selecting **Download case audit**. A module in the Lightico platform that enables you to collect and manage customer information in a standardized, organized, and efficient way. A user that communicates with end-customers to complete tasks in a Collaboration Room session or a Case Manager case. An identifying label that you bind to data in a session that enables you to organize and make use of the data during the session.