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.

The following types of cases can be created:

• Automatic Cases
• Manual Cases
• Customer Cases
• Scheduled Cases

Creating a manual case¶

To create a case, proceed with the following steps:

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 "Choose" button to select the asset from the tree in an appearing dialog. Note: Tick the check box if the asset does not 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.

   Note

   • Labels are used to categorize the cases, the most commonly found issues in the assets are created as Labels. These labels can be added while creating the cases, which helps the service engineers in analyzing the cases.
     
   • Only the users with the admin role can create the labels.

3. Click "Create case".

Creating an Automatic Case¶

You can create automatic cases using a rule. For more information, refer to Rules extension.