...
- Click on the Activities tab
- Click on New
- Select on drop down and enter in communication method
- In notes enter notes of the communication method (e.g.: copy/ paste email)
- Click on Save (a pop up box may appear requesting mandatory fields)
- Events tab
- Click on New
- Enter in subject
- Click on service order and select
- Click on address drop down and select
- Click on the contact person drop down and select
Click on ‘General’ tab
- Select site
- Select machine
When you have finished, click Save (a pop up box may appear requesting mandatory fields)
Note Update the case Workflow Status to Ready in order to finalise i.e., post or close, the case.