Handling Pending Cases via Mobile

WhosOffice mobile allows you to process any Pending Cases you might have (Provided that you have the correct WhosOffice permissions), here are the steps required to do so:

• Ensure that you are logged into your WhosOffice account
• Access the navigation using the top left button (or swipe right to open)
• From the navigation select "HR" then "Pending Cases"
• From this view you can now handle any cases you have available to you
• Cases on this screen will display the Staff Member name to below the Case Template

FILTERING CASES

From this view you can choose to filter the cases you wish to see, the "View" drop-down allows you to change the types of cases that are displayed to you, by default this will be "Active Cases".

You can also choose to filter which Case Templates you want to see from the results, this is done by changing the "Template" drop-down.

HANDLING A CASE

In order to handle a case:

• Press on the case in the list you wish to handle (Cases marked with "WAITING FOR YOU" require your attention)
• This will expand the details of the case giving you information such as who the handler for the case is, start and required by dates
• Press "View Timeline" to view the steps for this case
• From this view you have the ability to see the different case steps including any steps that are currently waiting for you to complete
• Go to the step that you need to complete and give the required response (See STEP TYPES below for more details)
• Once you have filled out the step, press "Mark step as complete" to complete the step

On an Active Case, the current step will always be marked by a "CURRENT STEP" tag along with who the step needs to be completed by.

STEP TYPES

There are several different step types available, these are as follows:

• Confirmation step - This step simply requires you to "Mark step as complete", this could be important information to be acknowledged before continuing the process
• Agreement step - This step requires you to select a response from the "Response" drop-down to indicate your acceptance of a step with "Yes" or "No"
• Document submission step - This step requires you to upload a document (or image) to complete the step, the chosen file will be uploaded once "Mark step as complete" has been pressed
• Text step - This step requires you to supply text with your step submission

DOWNLOADING ATTATCHED FILES

Documents may be available for download both as attatchments to a step or as submissions for a step, these can be accessed as follows:

• To view a file, first press on the file to perform a download, once the file changes from "Download" to "Open" press the file again, this will open the file on your device.
• To delete a file, press "Delete Local File" below the file (This option is only available if the file is downloaded)

Note: WhosOffice mobile stores all downloaded my case files within the app install, however further share/save options are offered by iOS / Android when viewing these files.