Case management / active work

Leave and accommodation cases

A shared case record for milestones, tasks, communications and reviewer decisions.

Export view ＋ Create case

All active cases

128

Across 4 case managers

Continuous leave

Current or upcoming

Intermittent leave

Usage tracking in progress

Accommodation cases

Interactive process active

Case queue

Choose a sample case to see its milestones and next actions

ALL ACTIVE14 TASKS DUE

Case / employee	Case type	Owner	Current step	Next task	Status
AS-2048 · Jordan Lee	Continuous leave	Jamie Morgan	Documents	Review received item	DUE TODAY
AS-2012 · Casey Rivera	Intermittent leave	Riley Chen	Active leave	Confirm next usage entry	ON TRACK
AS-2034 · Taylor Kim	Accommodation	Alex Bennett	Interactive process	Discuss possible adjustments	IN PROGRESS

Selected case

Click a case row above to switch the detail panel

AS-2048 · Jordan LeeContinuous leave · documents awaiting reviewAS-2012 · Casey RiveraIntermittent leave · active usage trackingAS-2034 · Taylor KimAccommodation · collaborative review

Use the minimum necessary information in case notes. Keep medical documentation in restricted storage; general case views should not expose sensitive detail.

Jordan Lee ACTION DUE

Case AS-2048 · Continuous leave · Assigned to Jamie Morgan

Employee portal

Request received

Oct 18

Planned start

Oct 27

Next review

Today

Case workflow

IntakeComplete

EligibilityReviewer check

Documents1 item received

DecisionPending review

Leave planNot started

ReturnNot started

Next action: review the submitted document, confirm completeness under the configured workflow and record the reviewer outcome. No automated approval is made.

Casey Rivera ON TRACK

Case AS-2012 · Intermittent leave · Assigned to Riley Chen

Employee portal

Case opened

Sep 03

Usage entries

Next check-in

Nov 04

Usage and schedule tracking

Date	Reported time	Manager confirmation	Status
Oct 21	2.0 hours	Received	RECORDED
Oct 14	4.0 hours	Received	RECORDED
Oct 08	1.5 hours	Pending	FOLLOW UP

Entries shown are examples only. Actual entitlement, balances and coding depend on employer policy and authorized review.

Taylor Kim IN PROGRESS

Case AS-2034 · Accommodation request · Assigned to Alex Bennett

Open interactive process

Request received

Oct 20

Process stage

Explore

Next discussion

Oct 29

Related records

Employee requestWorkplace adjustment request recorded

Received

Interactive discussionOptions and role requirements to discuss

Upcoming

Privacy reminder: discuss work-related limitations and possible adjustments; avoid exposing diagnosis details in general case notes.

Communications and documents

Case-linked history · sample records

Compose next step

✉

Next-step notice prepared for reviewer approval

AS-2048 · Template: document follow-up · Oct 26

▤

Document received and placed in restricted case file

AS-2048 · Attachment metadata only · Oct 26

Exception workflow · when case details change

Preserve context and audit history through each handoff.

Case study →

1Change arrivesEmployee updates dates or submits new information.EVENT

2Compare related recordsSurface affected tasks, dates and system values.CHECK

3Assign a human reviewerExplain the conflict and decision needed.OWNER

4Confirm and notifyPreserve old values and inform relevant people.TRACE