LCP CaseView User Guide - Activity Section

LCP CaseView User Guide - Activity Section

To access the Activity section, you must first have a case loaded on the screen. Once the case is displayed, a navigation bar will appear. Clicking the fifth tab on the navigation menu will open the view that contains all information related to the activities associated with the case.

Once inside the Activity section, a paginated list of employer records associated with the case will be displayed. This list can be filtered by the following fields: Milestone, Compliance Officer, Time Spent, Title, and Content.

Each record in the list includes an Actions column, which provides the following options based on the user's permissions:

• View: Opens a read-only view of the selected record, allowing the user to see detailed information about the activity and its associated data. This functionality is exclusively available to users assigned the Viewer role.
• Edit: Opens the selected record for editing, allowing authorized users to modify the activity's information.
• Delete: Deletes the selected activity record from the case. This option is only available to users with the appropriate deletion permissions.

To add an Activity, click the button Add Activity located in the top-right corner of the section. This action will take the user to the corresponding form to add a new activity record.

Add an Activity

Upon selecting Add Activity, a form will be displayed where all relevant information about the activity can be entered. Some fields are required, such as Activity Title and Time Spent. If these fields are left blank, the record cannot be created.

Once the activity has been successfully created, the screen will redirect to the list view, where the newly added record will appear along with the entered information.

Edit an Activity

By clicking the Edit button, the form will open displaying the existing data from the activity record. Unlike the initial creation form, the edit form includes additional functionality. While the creation form only contains fields for entering basic information, the edit form also provides a section for uploading files related to the activity.

To upload a file, you can either drag and drop it into the designated upload area or click the Browse Files button to manually select the file you wish to attach.

Once the file has been selected, it will be uploaded to the record and displayed in a list that includes the File Name, Created Date, and an Actions column with options to download or delete the file from the record. File management options depend on the permissions assigned to the user.

Files can be filtered by their name or by the date they were uploaded. The list also includes pagination to accommodate cases where the Activity record contains a large number of files.

If an activity record contains attached files, a paperclip icon will appear next to it in the Activities list as an indicator.

How to use redact with an Activity
 

The Redact functionality allows activity records to be redacted to hide any sensitive information it may contain. This ensures that the record can be safely shared—either by email or as a printed copy—without risking any data exposure. 

To begin drafting activities, use the first column in the list, labeled Redact. This column contains a checkbox for each record.

When a checkbox is selected, Redact is enabled for that record. You can select up to five records at a time; if you try to select another after reaching the limit, nothing will happen.

When clicking the Redact button, a menu will be displayed showing the number of selected records for redaction. 

The activity information will appear in read-only mode, except for the activity description, which can be edited to hide any sensitive information it may contain.

At the bottom of the menu, several buttons will be available: Redact, Undo, Print, Email, and Cancel. Additionally, navigation buttons will be visible on the sides of the menu to move between the selected activities.

To redact the activity description, select the text you want to hide and then click the Redact button.

After that, the modified text will be displayed with an underline indicating the portion that was redacted. You can undo the changes at any time using the Undo option.

You can also generate a print-ready document by clicking the Print button, which will display a page containing the redacted data from the menu.

Additionally, the redacted activity can be shared via email by clicking the Email button.

This will open a submenu with two required fields: one for the recipient's email address and another for the email subject. (One email recipient can be used at a time). 

Once both fields are completed, the Send button will be enabled to proceed with sending the email.

Finally, if you wish to cancel the redaction process, click the Cancel button to close the menu and return to the activity list.

Delete an Activity

To remove an Activity from the current case, click the Delete action in the main list within the Activity section.

This will open a new pop-up menu to confirm the deletion of the record from the case.