LCP CaseView: General Overview

LCP CaseView Business Rules

Log In Page

You must log in to the User Portal to access LCP CaseView 

Home Dashboard

The dashboard also includes interactive tools and features, accessible via both the side navigation menu and the top navigation bar, designed to enhance usability and streamline access to the applications core functionalities

General Menu Bar

Menu Bar

Our left-side Menu has three options, Back to Home, Support Directory and Co Browse.

1. Back to Home: Will redirect the user to the main page.
2. Customer Support Directory: Displays the accounts assigned to LCPtracker team members name, photos, and other contact details. Covering Sales Account Team Manager, Customer Success Manager, and Technical Support Assistance.
   
   
3. Co-Browse: Allows users to share their session with our LCP support technicians or other staff members through a secure joint browsing session. Confidential data will be hidden or edited for security reasons.
   • To access and use this functionality: 
     1. Navigate to the Left Menu.
     2. Select the Co-Browse button. 
        
        
     3. A small window will populate with a support code.
        
        
     4. Once you are in contact with the support staff, you can share the support code with them so that they can start the Co-Browse access process.
     5. After the agent starts the process, another small window will pop up to confirm that Co-Browse is being carried out.
        
        
     6. After the support call, select the Close button to stop sharing your screen.

Case Manager Add-on Menu

This is a secondary menu, designed to take you to the destination page where the cases are located. To access this menu, click on the Case Manager tile, then the menu with the Cases List option will appear.

Account Settings Toolbar

• Previous Left Button: Clicking it hides or shows the Right-Side Menu.
  
  
• My Account: This option allows you to exit Case Manager by redirecting you to the user portal for quick access to other products that the user has within the LCPtracker product suite by following the steps below:
  
  
  
  • Clicking on My Account button displays a confirmation window to remember to save changes to the platform saying “Please save your work before continuing. Unsaved changes will be lost” to avoid data loss.
    
    
  • If the user has not saved all the changes yet, they should click on Cancel and save completed changes.
  • If the user saved all the changes, they should click on Continue and would be redirected to the user portal with the LCPtracker product suite.
    
    
• Fullscreen Toggle Button: It makes the browser show the page in full screen.
  
  
• Knowledge Base Button: Provides a direct link to the Knowledge Base site, where users can access training materials, user guides, and submit support tickets for timely assistance from the Support Team.
  
  
  
• Settings Button: Shows a dropdown that includes the “Account Settings” option.
  
  
• Profile Button: Displays the details of the signed-in user and provides an option to log out.
  

Cases List

This section provides a complete list of all account cases available to the user.

Case Elements 

• Create Intake Button: This button enables the user to initiate a case.
  
  
  
• Cases Search Box: The search engine intelligently scans case codes, keywords from descriptions, status field to deliver a comprehensive result.
  
  
  
• Other Filters: Case Manager provides a set of filters that allow users to narrow down the list of cases based on specific criteria. All filters function in the same way: the user selects a value from the filter dropdown, and the list of cases is updated to show only those matching the selected criteria. If a filter contains a large number of options, pagination is available within the dropdown for easier navigation.
  
  You can see the available filters in the following: 
  • Employer – Filters the list to show only cases related to a selected employer.
  • Project – Displays only cases associated with a chosen project.
  • Contracting Authority– Shows only cases relevant to a specific Contracting Authority.
  • Compliance Officer – Displays only cases linked to a selected Compliance Officer.
  • Status – Filters cases by their status.
  • Law – Displays cases associated with a specific law.
    
    
    
• Clear Filter Button: This button clears all the selected filters.
  
  
• Case Information: When a user clicks on the Details carrot or directly on a case record, the system navigates to a new screen displaying the full details of the selected case. This detailed view provides comprehensive information, allowing the user to review all relevant data associated with the case.
  
  

A Back button is available on this screen, allowing users to return to the main case list view at any time.

Intake/Cases Creation Process

Considerations:

• After selecting the Possible violated law and clicking the Save button, a case code is assigned to the case.
• The Compliance officer is initially set to the case creator and can be reassigned by a Moderator or Owner if needed.
• When multiple cases involve the same employer, linking helps group them together to support thorough investigation. 
• Drop-down menus with lots of items are split into pages so they’re easier to browse and don’t slow things down.

How to Create a Case

To create a case, the user should select the Create Intake button located at the top right-hand corner of the landing page.

A new form will appear. Fill in the required fields (Law, Origin, and Claim Overview) and create the record before proceeding to other case components. The Compliance Officer field will automatically display your name based on the logged-in user. Upon creating an intake form, the status will automatically set to Intake.

Then select Create to save the record.

Upon saving the record, the application will automatically generate the Case Code, which will appear above the case status. The Case Code is constructed using the law abbreviation and a numeric code generated by our application.  Once the intake case has been created and saved, all other case components are activated, allowing for the addition of important and related information.

Case Details Actions

Within the details of an existing case, several actions are available to the user:

• Save: This action should be used whenever changes are made to the case. It ensures that all modifications are properly stored in the system.
• Resend Email: This option becomes relevant when the notification email confirming the creation of the case has not been received. Clicking this will trigger the system to resend the case creation email.

Compliance Officer

The Compliance Officer oversees the case, which is automatically set by the system based on the user creating the case for the current session.

Only a Moderator or the Owner has the authority to update the compliance officer assigned to an existing case to reflect a new individual taking over the responsibilities.

• Clicking above the Compliance Officer button can open a window to make the change
• The reassigned Compliance Officer change can be saved by pressing Save or can be canceled by pressing Cancel.
• If the actual compliance officer wants to reassign the Compliance officer, the pop-up modal will show a warning message.
  

Laws

A Law must be selected from the options set by the account’s Moderator for the case.

Origin

The Origin field is mandatory and specifies how the investigation was initiated. Users can choose from multiple origin options

Violation Summary

The “Violation Summary” field appears on the case list table (landing page) and should clearly describe the specific law, ordinance, or labor code that was violated. This may include formal references—such as “Section 15.672, Part C”—or a summary of the issue, like “Apprentices were found working without a journeyperson on site” or “The complainant reported being underpaid for the past seven months.” This field helps users quickly understand the nature of each case briefly.

Comments/Description

The Comments/Description field is optional but can be filled in to add more relevant information to the case.

Attorney Assigned 

If one or more attorneys are assigned to a case, their names will appear in this section. When multiple attorneys are listed, their names must be separated by commas to ensure they display correctly in reports. When listing multiple attorneys in a case, separate each name with a comma and a space.

Workers Paid

Before closing an investigation that involves reviewing worker payments, the Compliance Officer must enter the number of workers who received restitution for that case. This ensures accurate reporting and proper documentation of resolved wage issues.