Case Summary

The case summary page displays all of the information for a case once it's created and saved. See Create a Case and Case Intake for more information. This page also contains the tools necessary to complete a case and automatically refreshes when specific items are completed or updated on the case. For example, the case status updates depending on when fees are paid or even when a specific result is selected for a task.

The case summary page displays a variety of panels corresponding to the panels seen on the Case Intake page. Each panel may be expanded or collapsed for convenient viewing. See Collapse or Expand Panels for more information.

NOTE:

  • There are fields or panels that are hidden by default and can be made visible using Style. There are also fields and panels that the visibility can now be adjusted using Style. See Appendix 2: Fields and/or Panels Hidden by Default in the Style Guide for Trimble Unity Maintain and Trimble Unity Permit for more information on specific fields or panels that can be revealed or hidden.
  • Case panels may be renamed and/or collapsed using Style. See Modify a Control and Collapse a Panel in the Style Guide for Trimble Unity Maintain and Trimble Unity Permit for more information.
  • The order of the panels and tabs that appear on this page may differ depending on how the administrator arranged them or which case type is chosen. See Configure Controls on a Case Template in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information.
  • Administrators determine if both the code identifier and description or just the description displays. See Configure Permit Preferences in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information.