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  1. In the navigation panel, double-click Relationships, then click Case.

  2. Click New to create a new case. The Case Details screen will display

  3. In the top section of the Case Details screen, enter background details for the card:
    • Case Number is uniquely automated
    • Case Name  identifies the card in the system.
    • Card select the customer.
  1. Click on the Activities tab
  2. Click on New 
  3. Select on drop down and enter in communication method 
  4. In notes enter notes of the communication method (e.g.: copy/ paste email)
  5. Click on Save (a pop up box may appear requesting mandatory fields)
  6. Events tab
  7. Click on New
  8. Enter in subject
  9. Click on service order and select
  10. Click on address drop down and select
  11. Click on the contact person drop down and select

  12. Click on ‘General’ tab

  13. Select site
  14. Select machine

  15. When you have finished, click Save (a pop up box may appear requesting mandatory fields)

    Update the case Workflow Status to Ready in order to finalise i.e., post or close, the case.

 

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