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• Both Construction and Maintenance Modes
  • Settings Menu

• Construction Mode Only
  • Item List View (JCC) - The Item List Panel has two locations where Cases can be created: the Status list panel and the Issues list panel. A User must have a System Element selected in order to create an Issue/Case using either. Without a System Element selected, Job Connect will alert the User that, "No System Elements Selected - Please select at least one system element to create an issue".
    • Status List Panel
      1. Select Status from the top of the Item List panel. 
      2. Select one or more System Elements from the drawing or from the Item List available, keeping in mind that if multiple System Elements are selected the same amount of Cases will be created. (Ex. If four system elements are selected then you will need to repeat steps 4 and 5 for each System Element).
      3. Select Create Issue at the bottom of the Status list panel. 
      4. Select an Issue Type from the list according to your needs. 
      5. See the Completing the Create Case Form section below for additional guidance.
    • Issues List Panel
      1. Select Issues from the top of the Item List panel. 
      2. Select one or more System Elements from the drawing keeping in mind that if multiple System Elements are selected the same amount of Cases will be created. (Ex. If four system elements are selected then you will need to repeat steps 4 and 5 for each System Element).
      3. Select Create Issue at the bottom of the Issues list panel. 
      4. Select an Issue Type from the list according to your needs. 
      5. Fill out the rest of the Create Case form according to the Completing the Create Case Form section below.
  • System Element Panels (JCC) - The Details panel of a System Element contains a Create Case widget that opens the Create Case Form.
  • Drawing Navigation (JCC) - Pin Enabled Drawings allow a User to place an Issue/Case directly onto a map/drawing. Essentially, the drawing must state "Drawing Enabled for Case Placement" in order for the following functionality to be available. For additional information and instructions on placing pins, see the Drawing Navigation (JCC) page for assistance. 
• Maintenance Mode Only 
  • Case Views (JCM)  (e.g., My Cases, New Cases, Pending Cases, Global Cases)
  • Location Details View (JCM)
  • System Element Details View (JCM)

Completing the Create Case Form

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Locate existing Cases from:

• Case views Views (JCM) (e.g., My Cases, New Cases, Pending Cases, Global Cases)
• Jobs Map (JCM)View - Map Information Callout Box or Records List
• Location Details Maintenance View (JCM)
• System Element Details Maintenance View (JCM)
• Drawings Details View (JCM) - System Element Labels or Records List.

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1. Once you have accessed the Case Update form, populate the necessary form fields:
   1. Effective Time - By default, the Update Effective Time is set to current time. Edit date and time as needed. Note: the time set can not be before previous update times or in the future.
   2. Enter Comments about the Case Update. Comments are required with every basic Case update.
   3. If the Case is of the Problem Type, you will have the option to update the Issue Type. Multiple Issue Types can be selected if necessary.
   4. Under Associated Media, create any necessary attachment(s) for the Update. Select file source(s):
      1. Photo - Use to capture single photo.
         1. Tap Photo icon to activate the device's camera.
         2. Take the photo
         3. Select Retake or Use Photo.
         4. Upon tapping Use Photo, you will be returned to the Case Update form, where the captured photo is displayed under the Associated Media section.
      2. Multi-Photo - Use to capture multiple photos.
         1. Tap the Multi Photo icon to activate the device's camera.
         2. Take the first photo.
         3. Select Retake or Use Photo.
         4. Repeat steps 1 and 2 for subsequent photos.
         5. Once all necessary photos have been captured, tap Cancel in the lower right corner of the screen.
         6. You will be returned to the Case Update form, where the captured photos are displayed under the Associated Media section.
      3. Camera Roll - Use to attach existing photos from the device's Camera Roll.
         1. Tap Camera Roll icon to access device's Camera Roll.
         2. Select one or more photos by tapping on each.
         3. Tap Select (#) in top right corner of screen.
         4. You will be returned to the Case Update form, where the Cameral Roll photos are displayed under the Associated Media section.
      4. Another App - Use to attach files from other device applications. 
         1. Tap the Another App icon. A dialogue box will instruct you to open the third-party application.
         2. Open the application and select the file.
         3. Use the application's Share button to copy the file to Job Connect.
         4. Return to Job Connect and tap the file name, which should appear above the Another App instructional message.
         5. The copied file should then appear in the Associated Media section of the Case Update form.
      5. Video - Use to capture a 15-second video using the device's camera.
         
         1. Tap the Video icon.
         2. Focus the device camera on the intended subject.
         3. Tap the camera icon at the bottom of the screen.
         4. A 15-second timer in the corner of the screen will count down the recording time.
         5. Press the play icon to review your video.
         6. Tap Use to use the video in your Case update; or tap Retake to film again.
         7. Upon tapping Use the video file will then appear in the Associated Media section of the Case Update form.
   5. Select System Element(s) - Update the System Elements associated with the Case, as necessary. Tap Select System Element(s) multiple times to add multiple System Elements.  To remove an erroneous selection, simply swipe left on the System Element name to delete.
   6. Select Responsible Party - Update the User(s) responsible for the Case, as necessary. Multiple Users can be selected. To remove an erroneous selection, simply swipe left on the User Name to delete.
   7. Select Person to Notify - Update the User(s) subscribed to Case updates, as necessary. Multiple Users can be selected. To remove an erroneous selection, simply swipe left on the User Name to delete.
   8. Add Activity - If applicable, add Activities with the Case Update. See Managing Activities for more information and guidance.
   9. Update custom attributes, as necessary. Note: Custom attributes (i.e., Custom Fields) vary by Case Category.
      1. For media type Custom fields, only 10 images can be added at a time. If more are needed then a User will need to save their form first to be able to add more images. 
2. Once all required fields are updated, tap Done in the top right corner of the form.

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Maintenance Mode

Case Details

1. From one of the the Case Views, tap on the desired Case record to open the corresponding Case details.
2. Tap on the Case Action icon in the top right corner of the view.
3. From the Case Action drop-down menu, select the desired status transition option.
4. You will be presented with the corresponding status transition form, which closely resembles the basic Case Update form. Please reference field-specific guidance in the Complete the Create Case section above. Please note that Custom Fields vary by Case Category and Case Status. In many cases Custom Field values are required for the desired status change.
5. Once all necessary fields are populated or updated, tap Done in the top right corner of the form.

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The required Work Form(s) must be completed before the Case can transition to the target status.  See Completing Work Forms for more information and guidance on Work Form completion.

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The following pages offer additional information and guidance on related topics.

Related Cases/Issues

Bulk Updating Cases (

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Construction Mode)

Completing Tasks

Completing Work Forms