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
- Click NEW at the top right (on mobile, at the bottom right).
- Choose New Case.
- Link the most important data:
- Title
- Priority
- Company (required)
- optionally Equipment and Contact person
- 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).