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Create a Case

A Case is the outer shell for service or maintenance topics. Everything else – Missions, contributions, reports, actions – hangs off this Case.

Create your first Case

  1. Click NEW at the top right (on mobile, at the bottom right).
  2. Choose New Case.
  3. Link the most important data:
    • Title
    • Priority
    • Company (required)
    • optionally Equipment and Contact person
  4. Confirm with Create.

You can find the Case via the company name or via the equipment. If you select equipment, the company is set automatically.

💡 Tip: Via the equipment search you can set company and equipment in one step.

ℹ️ Info: Equipment and contact person are only available for selection after the company is set (unless you start via the equipment search).