Menu Path
Operations > Reports > Call Center > Case Management
Description
Case management allows you to collect and track data for events not associated with a work order. Examples of events include accidents, spills, emission events, halts of production lines, and shift incidents. First define the events as a case, and then define tasks to complete for the case, and associate service codes, and task checklists.
Parameters
Specify the Organization, Case, Equipment, Type, Status, Department, Class, Location, Cost Code for which to generate the report.
Specify the Requested By, Responsible, and Assigned To persons for which to generate the report.
Select the Include Task Plan Checklist check box to include checklist items for task plans associated with the case.
Select the Incude Task Comments check box to include task comments associated with the case in the report.
Select the Include Task User Defined Fields check box to include the task plan user defined fields in the report
Select the Print Attachments check box to print all case attachments with the report.
Specify the Start Date and End Date for which to retrieve data.
Report Type
Basic