Defining cases for case management

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:

  1. Select Operations > Case Management.
  2. Click the Record View tab.
  3. Click New Record.
  4. Specify a description of the case.
  5. Specify this information:
    Organization
    Specify the organization of the case.
    Equipment
    Specify the equipment if related to the case.
    Note: 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.
  6. 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.
  7. Select the Regulatory check box to indicate this case event is a regulatory requirement or regulated event.
  8. Select the Follow-up Required check box to indicate this case event requires follow-up details.
  9. Select the Hazardous Materials check box to indicate this case event involves hazardous materials or an event related to hazardous materials.
  10. Specify the follow-up work order details information if there is a related work order.
  11. Specify the linear reference details information if the associated equipment is linear.
  12. 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.
  13. Click Save Record. A unique code identifying the Case is assigned.