Case Hub: a list you can scan at a glance
Before A dense table of a dozen columns under a yellow header, with a top menu that took the full width.
After Cases as tiles or a list, with search, filters, sort and totals in view, and a chart by case type.
Why this way Each case is a card with what an adviser checks first: client, stage, due date, priority and status. Search, filters, sort and totals sit above, so the next case is found without opening any. A table view is one switch away when you need it.
Logic from specs States · Roles · Edge cases
- States
- Tiles or a table, and the choice holds until logout. Totals and the chart follow filters and search.
- Roles
- Admins, adviser admins and advisers create, view and edit cases. An admin can switch to an adviser's view, but every change is still recorded under the admin's own account.
- Edge cases
- Add Case opens the side panel. Fields that depend on others stay locked with a hint on what to fill first, documents unlock after the first save, and closing with unsaved changes asks first.
