Process Flow Documentation
Complete workflows for all system portals and modules
Employee Portal - Complete Workflow
Employee Login
Employee accesses the system via Employee Login portal (using username/password credentials managed by admin)
Dashboard View
Employee sees their assigned cases dashboard with statistics: Total Cases, Open Cases, In Process, and Closed Cases
View Assigned Cases
Employee can only view cases specifically assigned to them (filtered by assigned_to = employee email)
Case Management Actions
Employee can: Select multiple cases, Bulk close cases (with optional backdating), Assign cases to other employees, Export case data to CSV
Individual Case Handling
Click on any case to view full details, edit case information, upload documents, and update case status
Bulk Operations
Select All → Choose action (Close/Assign) → Confirm → System updates all selected cases and logs the action
Case Closing Process
Select Cases
Use checkboxes to select one or multiple cases for bulk closure
Initiate Close
Click 'Close Selected' button to open the bulk close dialog
Choose Date Option
Option A: Use current date (default) | Option B: Enable 'Use custom date' for backdating
System Processing
System updates all selected cases: status='completed', completion_percentage=100, overall_result='clear', completed_date set, backdating fields updated if applicable
Confirmation
Success toast displays number of cases closed, dashboard statistics update, selection clears
