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1. Tap the chevron (">") to select the appropriate Contract.
2. Once a Contract is selected, additional form fields will be presented. An asterisk indicates the field is required. See the images below for field-specific guidance.
3. Once all required fields are populated, the Create button, located in the top right corner of the Create Case form, will become active. Check all of your entries and selections for accuracy and then tap Create.

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Accessing the Case Update Form

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Construction Mode

1. Once you have located the desired Case record, tap the Case to select it. You will be presented with the Case Details Panel.
2. Scroll to the bottom of the panel to find the Update field. Select Update in order to see the Case Update form. 

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Maintenance Mode

1. Once you have located the desired Case record, tap the Case to select it. You will be presented with the Case details view.
2. Tap the Case Action icon in the top right corner of the viewing pane.
3. From the Action drop-down menu, select Update. You will be presented with a Case Update form.

Completing the Case Update Form

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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Some Case updates are workflow actions that result in a status change. These Case updates are initiated using the available status transition options in the Case Action drop-down menu. The status transition options are named for the corresponding workflow activities (e.g. Acknowledge, Suspend, Complete, etc.) Initiating a status transition varies slightly between construction and maintenance UI modes.

Construction Mode

In Construction Mode, Case/Issue status transitions can occur from the Case Details panel, accessible from the All Cases View (JCC) and the Item List View (JCC). The available statuses are displayed as blue buttons in the Workflow field of the details panel associated with a Case. The statuses can vary depending on the current status of the Case, therefore the transition names will not always be similar to the buttons below. 

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1. From Item List View (JCC), tap on Issues in the Details panel. 
2. Select an open Issue from the Item List panel and scroll down the subsequent Case Details panel until the Workflow field.
3. From the Workflow field in the Details panel find the viable next status for a Case. The Statuses can range anywhere from Acknowledged, Suspended, Resolved, Claim, etc. 
4. Selecting a status will open the corresponding transition form.
5. Complete the following required field: Summary.
   1. The other fields can be filled at User discretion.
6. If any fields are required, the Done button on the form will remain greyed out until those form fields are populated. Tapping Done will show a User the information missing within the form. 
7. When the Done button is blue, the status transition can successfully be completed. 

Maintenance Mode

Case Details

1. From one of 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.

Work Forms Required for Status Transition

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Related Topics

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

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