📄️ Create a Case
A Case is the outer shell for service or maintenance topics. Everything else – Missions, contributions, reports, actions – hangs off this Case.
📄️ View a Case
You’ll find Cases in the navigation under Cases.
📄️ Edit a Case
After creating a Case you land in the Case dashboard. That’s where you steer the entire process.
📄️ Create a contribution
Contributions are entries in the Case timeline – e.g. notes from a customer call, photos from the site, or file attachments.
📄️ Set classification
Classification categorizes the Case. Matching Mission types can be linked to it, for example.
📄️ Delete a Case
You can delete Cases when they’re no longer needed.