Create records for events which occur on the job that do not qualify as equipment and are thus not tracked by a work order. Examples of these types of events are environmental spills, accidents, or you may need to enter notes from your shift, or the history of non-work order equipment. Define these events as cases.
To define cases for case management:
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Select Operations > Case Management.
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Click the Record View tab.
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Click New Record.
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Specify a description of the case.
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Specify this information:
Organization - Specify the organization of the case.
Equipment - Specify the equipment if related to the case.
Equipment is required to generate a follow-up work order for the case.
Type - Specify the type.
Department - Specify the department responsible for the case.
Status - Specify the status of the case. Specify Requested, Open, Closed, or Cancelled.
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Specify this case details information:
Class - Specify the class of the case.
Location - Specify the location of the event or case. If equipment is involved, specify the location of the equipment.
Service Code - Specify the service code to associate with the event or case.
Area - Specify the area in which the case occurred.
Priority - Specify the priority to handle the case.
Cost Code - Specify the cost code.
Event Start Date - Specify the date the case event occurred.
Event End Date - Specify the date the case event ended.
Total Estimated Costs - Specify the total estimated costs to fix the event.
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Select the Regulatory check box to indicate this case event is a regulatory requirement or regulated event.
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Select the Follow-up Required check box to indicate this case event requires follow-up details.
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Select the Hazardous Materials check box to indicate this case event involves hazardous materials or an event related to hazardous materials.
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Specify the follow-up work order details information if there is a related work order.
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Specify the linear reference details information if the associated equipment is linear.
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Specify this tracking details information:
Requested By - Specify the person requesting work on the case.
Date Requested - Specify the date work on the event was requested.
Responsible - Specify the identifying code of the employee responsible for the case event.
Responsible Name - Specify the name of the employee responsible for the work on the event.
Responsible E-mail - Specify the e-mail address of the person responsible for the work on the event.
Assigned To - Specify the person assigned to complete the work on the event.
Assigned To Name - Specify the name of the person assigned to complete the work on the event.
Assigned To E-mail - Specify the e-mail address of the person assigned to complete the work on the event.
Sched. Start Date - Specify the scheduled start date of the work on the event.
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Click Save Record. A unique code identifying the Case is assigned.