Updating a Case - PAS ICS Integrity - 7.3 - Help - Intergraph

ICS Integrity User Guide

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English
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PAS ICS Integrity
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ICS
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PAS Version
7.3

When you create a case, you select the workflow definition that designates the steps to follow to document the case. As you work on the case, you need to update it as it transitions from state-to-state in the workflow. Each state can have a checklist of items that you complete before the workflow can transition to the next state. The assigned user or the administrator can update the checklist. Only the assigned user can sign the checklist.

An administrator assigns checklists to states in a workflow definition. A checklist can include required items, such as the date and time when a piece of equipment was serviced. To transition the case to the next state, Integrity requires an approval from one of the authorized approvers. When all states are complete, Integrity requires an approval to close the case. The History section of the case records the date and time of each change and approval for the case.

To update a case:

  1. In the Integrity web interface, click Workflows.

  2. On the Workflow Cases page, click the row of the case you want to open and edit.

  3. If a checklist exists for the current state, complete the following steps to work on the checklist:

    1. In the Progress and Checklists area of the case, click the checklist icon in the current state. For example, the following image illustrates the Define Change state is the current state as it is highlighted in blue.

      user-workflow-checklist

    2. On the Check List window, complete each section. A red asterisk (*) is displayed next to the label for each required field. The checklist can include many types of fields, such as check boxes, radio buttons, text boxes, and drop-down lists. The following types of fields provide key features:

    • Signature - Click the check box to indicate a signature. Then, click OK on the confirmation message box.

    • Proposed Changes - In each column of the data grid, type or select the value and add comments concerning the changes.

    • Reconciled Changes - Type comments concerning the changes.

    1. When you are done with the checklist, click Save Your Changes.

  4. If the current state is complete, in the Transition Approvals area, click the check box to approve completion of the state. If the workflow has been configured to require specific signatures for approval, these users must complete this step.

  5. If you want to add a comment to the case, type a comment in the History field. You can include a URL in your comment. Integrity presents URLs that start with http:// or https:// as links to the specified URL.

  6. Click Save.