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Edit a Case

After creating a Case you land in the Case dashboard. That’s where you steer the entire process.

Important tabs​

Depending on configuration you’ll see, among others:

  • Description – core data for the Case (status, company, equipment, contact person, …)
  • Classification – categorization of the Case (relevant e.g. for matching Mission types)
  • Contributions – texts, files, and notes in the timeline
  • Actions – activities such as take-over, phone call, appointment, note, remote Mission
  • Reports – aggregated reports from the Missions
  • Missions – open and closed Missions for the Case
  • Scheduling board – scheduling Missions in the Case context
  • Spare parts – spare part line items on the Case
  • Billing – billing type, status, and description
  • Case history – history of changes

Case dashboard with tabs

Take over a Case / set to In progress​

If the Case is open, you can take it over or set it to In progress – typically via Actions or the workflow bar in the dashboard.

ℹ️ Info: After take-over you’re usually set as the responsible person and the status switches to In progress.

Release a Case​

You can release a Case that’s in progress again. It then goes back to open (without a responsible person).

Close a Case​

Close the Case via the corresponding action (e.g. Close Case).

⚠️ Warning: Open Missions must be closed first. If billing details are missing, you may be prompted – you can still continue if you do so deliberately.

Reopen a Case​

You can reopen closed Cases. After that the Case is in progress again.