Case views display Case records. A Case record includes basic Case details (e.g., Case Number, Summary, associated Devices, etc.) and any number of custom attributes, which are configurable per Case Category and Contract. Each Case also has a defined workflow, which dictates how and when the Case can be transitioned from one status to another, from the time of Case creation until its resolution and closure. The assigned Case Workflow is also determined by the Case Category.
Cases are often associated with Tasks, depending on the Case Type. Tasks are supplemental records, which provide very specific guidance for the performance and documentation of work. Project team members rely on Case records to guide their daily work activities.
Accessing the All Cases View
The Drawing Selector contains the All Cases widget. Selecting this widget opens a Category List, which presents a breakdown of the categories of Cases created and the number of Cases in each category. A User may choose to select one or more categories of Cases they would like to view.
All Cases View Commands
Along the top of the All Cases view, a variety of view commands allow the User to quickly filter, organize, and access the desired Case records. These view commands are detailed below.
Features | Icon/Image | Details |
|---|---|---|
| My Cases |
| My Cases allows Users to see all of the Cases assigned to them. |
| All Cases |
| All Cases allows Users to see all of the Cases associated with the selected Project. |
| Search |
| The Search field allows Users to search Case records according to specifications such as Name, Location, etc. |
| Bulk Update |
| Selecting this widget allows a User to choose multiple Cases for bulk update. See Bulk Updating (JCC) for more information. |
| Assigned Work |
| The Wrench widget allows Users to access the work currently assigned to them. Tapping the Wrench will open the Assigned Work window, which lists Open Issues, In Progress Work, and any Scheduled Work assigned to the User. The number displayed with the wrench icon indicates the number of items assigned to the User. See Your Assigned Work Feature for additional information and guidance. Note: The Assigned Work window will also appear every time a User performs a data synchronization, if the User has assigned work. Also, the Wrench will only be displayed if the User has assigned work. |
| Share |
| The Share widget allows a User to send exported Case data via Messages, AirDrop, Mail, etc. See the Share Feature for more details. |
| Hide Details |
| If the Case Details panel is open, selecting this widget will close the details panel. Tapping the icon again will reopen the details panel. |
| Filters |
| Filters allow Users to refine the list of Case records based on System, Location, etc. |
| Sort |
| Employing Sort allows a User to determine how the Cases are organized on the page. Once an entity is selected, an arrow will appear to the left of the filter name. Tap on the arrow to sort the Cases in descending or ascending order. |
All Cases View Filters
Filters | Details |
|---|---|
| Systems | Use this filter to view Cases associated with one or multiple Systems. |
| Locations | Use this filter to view Cases associated with one or multiple Locations. |
| Categories | Results can be filtered to show only entities grouped by specific Case Categories such as Preventative Maintenance, Issue, etc. |
| Type | Use this filter to view Cases associated with select System Element Types. |
| Created | Use this filter to view Cases created on a general or more specific time frame. |
| Updated On | Use this filter to search through Cases updated in the last 24 hours, last 7 days, and/or last 30 days. |
| Status | Use this filter to search through Cases in selected status(es). |
| Priority | Use this filter to view Cases marked with a specific level of urgency. |
| Reported By | Use this filter to view Cases reported by a specific User or multiple Users. |
| Assignee | Use this filter to view Cases that are assigned to a specific User or multiple Users. |
Case Details Panel
When a Case is selected in the All Cases view, a Case Details panel will appear along the right side of the view and display information and actions for that Case. The illustation below introduces the Case Details panel layout.
Note: For actions presented in the following diagram, please see Managing Cases and Managing Activities for additional information and guidance.
Typical Case Details Panel Fields
Field | Details |
|---|---|
| Case Category | The Case Category is essentially a category of work that can be performed on the Project. |
| Summary | The Summary displays information pertaining to the Case. The User who reports the Issue determines the Summary but it can be edited by Users with appropriate Permissions. |
| Number | The Number is essentially the name that represents that Case. It is specific to each Case and can be used to search for a Case in both the mobile and web version of the application. |
| Type | This field displays the Type of Issue that occurred in order for the Case to be created. |
| Status | This field displays the status of the Case, such as New, Completed, etc. |
| Priority | This field displays the priority or level of importance assigned to the Case. |
| Reported By | This field displays the name of the User that reported the Issue. |
| Reported On | This field displays the date and time the User reported the Issue. |
| Responsible Party | This field displays the name of the User that is responsible for working on the Case. |
| Notify Via Email | This field displays the name of the Users that will receive notifications for any updates or edits made to the Case. |
| Add Activity | Selecting the chevron to the right of this field allows a User to add activities associated with the Case. See Managing Activities for more information. |
| Devices | This field displays the System Element(s)/Device(s) associated with the Case. |
| Related Task | If the Case was created in relation to a Work Form/Scheduled Work, then this field will appear with a link to the related Work Form/Scheduled Work. See Related Cases/Issues for more information. Note: This field, if populated, will be between the Devices and Workflow fields. |
| Pending Work | Any work that needs to be completed for the Case (i.e., Tasks and associated Work Forms) can be found here. Pending Work can range from Native and/or PDF Work Forms for User completion to forms that contain contract agreements, operating procedures, etc. Note: This field, if populated, will be between the Devices and Workflow fields. |
| Custom Fields | This section will display any associated Custom Fields, which are administrator configured and vary by Case Category. Note: This field, if populated, will be between the Devices and Workflow fields. Custom Fields are identified in the illustration above. |
| Workflow | The Workflow field will display blue buttons representing allowed status transitions for a Case. Selecting a status transition button will open the corresponding status transition form for User completion. See Managing Cases for additional information and guidance. |
| Update | The Update field allows a User to enter in a comment and change the Case scope or details, subject to User Permissions. |
| Updates | This field shows any updates that have already been made to the Case. |