Case Management System¶

Introduction¶

Case management system is a transparent life cycle management of all the cases recorded for the assets. Case Management system enables an efficient working process for the service engineer and helps them to analyze, investigate, and solve the cases assigned to them as per the priority.

In the Cases window, all the cases of different sources can be displayed in a list view or Kanban view. Additionally, filtering functionality helps to find the cases you are interested in.

The following screen describes the list view of Case Management system:

User Interface of a Case¶

Cases are used to log and the track the incidents and issues related to asset. All the activities worked on the case are recorded. Also, it allows the service engineers to record their updates of the cases through comments section to maintain the transparency.

Creating a new Case¶

Cases are created to log the incidents or the issues of an asset resulting in the possible failure of an asset, while analyzing the conspicuous measuring points in the graph. These cases are used to support and assist the service engineers to get an overview of all the incidents or issues recorded against an asset.

Creating a new Case¶

To create a case, proceed in the following ways:

1. In the "Cases" tab, click "Create".

2. Enter the required details.
   

   Field	Description
   Title	Title of the case.
   Asset name	Name of the asset. Click the button "Choose" to select the asset from the tree in an appearing dialog. Note: Tick the check box if the asset doesn’t belong to cloud. Asset name is selected automatically from the asset tree
   Description	Description of the incident
   Priority	Priority of the case
   Assignee	Receiver of the case
   Issue Labels	Common issues found in the asset are added as Labels
   Scheduled date	The date when the case becomes active. Note: Tick the check box, if you want this case to be scheduled for future
   Due date	The date the case is due.

3. Click "Create case".