...
| Note | ||
|---|---|---|
| ||
Your newly created Case should now appear within the Case views. Remember that the Case creation occurred via your mobile device and must be pushed to the IMMS InfraLink server to be visible to the entire project team. If you are working in an environment without network connectivity, and the Case update involves time-sensitive matters, a data sync should be performed at your earliest opportunity. Performing a Case Sync |
Locating Existing Cases
...
Once a Case has been created in IMMSInfraLink/Job Connect, multiple project team members may need to access the Case details for various purposes. For example, technicians may need to access their assigned Cases to log updates from the field. A Team Leader may need to access a Case to track the progress of his/her dispatch technicians. The Accounts Payable team may need to access Case Details to review billable Activities. To open an existing Case record, a User must first locate it within the UI.
...
Cases follow a defined workflow, which includes a sequence of milestones referred to as statuses. A workflow is defined by the Instance Administrator for each Case Category. IMMSInfraLink/Job Connect ensures each Case progresses according to the assigned workflow, and it tracks each status transition. Additionally, Job Connect allows the project team to capture a complete and accurate history of Case resolution by logging other actions, events and details that may arise as a Case progresses through its workflow. Since some Case updates may change the status of the Case, in accordance with the configured workflow, and other updates only add or change Case details, there are two kinds of Case updates:
...
| Note | ||
|---|---|---|
| ||
When working on a Case, it is good practice to refresh the Case record before making any Updates. This helps ensure you are working with the most current Case details and prevents sync errors. Performing a Case Sync |
Basic Case Updates
...
| Note | ||
|---|---|---|
| ||
Your Case updates should now appear within the Case Details. Remember that the Case update occurred via your mobile device and must be pushed to the IMMS InfraLink server to be visible to the entire project team. If you are working in an environment without network connectivity, and the Case update involves time-sensitive matters, a data sync should be performed at your earliest opportunity. Performing a Case Sync |
Case Status Transitions
...