The customer dashboard provides a structured and transparent overview of ongoing case progress.
Case information, statuses, and key milestones are actively maintained by DPS surveyors, ensuring that customers remain informed at all times without the need for manual follow-up.

The dashboard consolidates all ongoing cases into a single overview, enabling customers to:

• Maintain oversight without directly managing or controlling survey activities
• Monitor the progress of each case
• Identify completed and pending milestones

Viewing All Cases in the Dashboard

When accessing the dashboard, users initially see a limited overview of cases.
To view the complete list of ongoing and completed cases, the full overview must be enabled.

How to Display All Cases

1. At the top of the dashboard, select “Show all” or “All items”.
2. The dashboard will refresh and display all available cases.
3. Each case will be shown as a separate row, including its current status and key information.

Once enabled, this view provides a comprehensive overview of:

• All ongoing cases
• Recently completed cases
• Current progress and reporting status

This overview allows customers to efficiently monitor all cases in a single, consolidated list.

Best Practice

It is recommended to use the “All items” view when reviewing case progress, as this ensures no cases are hidden due to default filters or limited views.

Full Dashboard Overview

After selecting “All items”, the dashboard displays the full case overview.
This view consolidates all ongoing and completed cases into a single list.

Surveyors actively add new cases and update existing case information, ensuring that the dashboard always reflects the most recent status and progress without requiring customer follow-up.

Case Management & Updates

Within the full dashboard view:

• Surveyors are responsible for creating and maintaining cases
• Status updates and milestones are applied as the case progresses
• Customers are provided with a continuously updated overview of all cases

This approach allows customers to monitor progress transparently while avoiding direct operational involvement.

Filtering Cases

The dashboard supports filtering to help users focus on relevant cases.

Customers can filter cases based on:

• Case status (e.g. open, in progress, completed)
• Type of claim
• Country
• Missing documents
• Other available fields

Filtering enables efficient review of specific subsets of cases.

Sorting Information

Columns can be sorted to adjust the order of displayed cases.

Typical use cases include:

• Sorting by Case Status to review active cases first
• Sorting by Date of Claim or Survey Date to follow timelines
• Sorting by Customer Reference for internal reconciliation

Sorting can be applied in ascending or descending order.

Searching for Specific Cases

The dashboard includes a search function that allows users to quickly locate specific cases.

The search function can be used to find cases by:

• Customer reference
• Case title
• Insured party
• Other visible text fields

This is particularly useful when managing a large number of cases.

Recommended Usage

For optimal use of the dashboard, it is recommended to:

• Use the full overview as the primary monitoring view
• Apply filters to focus on open or pending cases
• Use sorting to track progress chronologically
• Use the search function to quickly locate specific cases