Navigating the table of cases

Navigating the Assessment Case Table in Mycelia

The assessment case table in Mycelia allows you to manage large volumes of cases confidently and efficiently. The table presents all live assessment cases added by your team, giving you a consolidated and up-to-date view. To help you quickly locate and prioritise cases, Mycelia provides a set of flexible and professional tools designed to streamline your ecological workflows.

Overview of the Assessment Case Table

The assessment case table serves as your main workspace for tracking every active case under review by your organisation. Whether you are part of an ecology team within a local authority or an environmental consultancy, this unified view supports collaboration, oversight, and high professional standards.

Managing and Prioritising Cases

Sorting Cases for Clarity and Efficiency

Cases in Mycelia are automatically sorted by the date they were last updated, ensuring that your most recently changed cases are always prominent. However, you can tailor the ordering to match your current priorities. Click on any column header—such as ‘due date’ or ‘metric risk’—to reorder the table. Sorting by due date helps you focus on upcoming deadlines, while sorting by metric risk highlights cases that may require additional scrutiny or resource allocation.

Advanced Filtering for Targeted Workflows

Mycelia’s filter panel lets you narrow down the case list to those most relevant for your work at any given time. You can filter cases by status, assignee, or any other key criteria used within your organisation. All status options are fully configurable for each user group, enabling alignment with your team’s processes and reporting requirements. Completed cases are concealed by default to reduce visual noise but can be displayed at any point with a single click—ensuring nothing is missed during audits or reviews.

Example filter scenarios:

• View only new or unresolved assessment cases
• Focus on cases assigned to yourself or a particular colleague
• Filter cases by risk category or custom status
  
  

Searching for Specific Cases

The search bar allows for rapid location of cases by name, code, or relevant phrase. Simply start typing, and Mycelia will instantly narrow down the case list to those that match your entry. Its sophisticated fuzzy search means minor differences or misspellings are accommodated, so you spend less time searching and more time taking action. This is particularly valuable for teams managing high numbers of assessments across multiple sites.

Navigating Large Case Lists

For organisations managing extensive portfolios, cases may be spread across multiple pages. Mycelia ensures your filters remain active as you move between pages, preserving your workflow and maintaining context as you work through assessments in sequence.

Visualising Cases with Map View

In addition to table-based insights, Mycelia offers a powerful map view. This tool plots all currently listed cases spatially, providing an immediate visual reference for ecological prioritisation, regional oversight, and strategic planning. The combination of table and map views is ideal for monitoring distributed projects, aligning resources geographically, and supporting landscape-scale reporting.

Summary

The assessment case table in Mycelia is purpose-built for local authority ecology teams and environmental consultancies, delivering the clarity, flexibility, and control required for efficient project delivery. By making full use of sorting, filtering, search, and map features, your team can confidently prioritise workload, stay compliant with regulatory standards, and make data-driven decisions in support of biodiversity and land management goals.