# 5. Cases

To create cases

# 1. Overview

<span class="TextRun SCXW69471360 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW69471360 BCX0">Case </span><span class="NormalTextRun SCXW69471360 BCX0">basically means</span><span class="NormalTextRun SCXW69471360 BCX0"> a Complaint, enquiry, </span><span class="NormalTextRun SCXW69471360 BCX0">incident</span><span class="NormalTextRun SCXW69471360 BCX0"> or a service </span><span class="NormalTextRun SCXW69471360 BCX0">request.</span><span class="NormalTextRun SCXW69471360 BCX0"> This module is used in</span> <span class="NormalTextRun SCXW69471360 BCX0">different scenarios l</span><span class="NormalTextRun SCXW69471360 BCX0">ike, r</span></span><span class="TextRun SCXW69471360 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW69471360 BCX0">aising an issue related to th</span><span class="NormalTextRun SCXW69471360 BCX0">e quality or functionality of</span><span class="NormalTextRun SCXW69471360 BCX0"> an</span><span class="NormalTextRun SCXW69471360 BCX0">y</span><span class="NormalTextRun SCXW69471360 BCX0"> Asset</span><span class="NormalTextRun SCXW69471360 BCX0">s or facilities, asking about the things related to the scope of asset and facilities maintenance services</span><span class="NormalTextRun SCXW69471360 BCX0">, </span><span class="NormalTextRun SCXW69471360 BCX0">raise issues concerning safety, security and service disruptions or requesting services that are under the scope of the contract agreement or service agreement.</span></span><span class="EOP SCXW69471360 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"></span>

# 2. Case Module Dashboard

<span class="TextRun SCXW154789502 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW154789502 BCX0">The Case dashboard provides an overview</span><span class="NormalTextRun SCXW154789502 BCX0"> and statistics of</span><span class="NormalTextRun SCXW154789502 BCX0"> all the Cases generated in the module. </span><span class="NormalTextRun SCXW154789502 BCX0">Below are the </span><span class="NormalTextRun SCXW154789502 BCX0">details</span><span class="NormalTextRun SCXW154789502 BCX0"> displayed on the Case dashboard.</span></span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/cUTimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/cUTimage.png)

<div class="page-content" dir="auto" id="bkmrk-widget%3A-different-st"><div dir="auto"><div class="SCXW154789502 BCX0" id="bkmrk-widget%3A-different-st-1"><div class="ListContainerWrapper SCXW154789502 BCX0">1. **<span class="TextRun SCXW154789502 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW154789502 BCX0">Widget:</span></span>**<span class="TextRun SCXW154789502 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW154789502 BCX0"> Different status and the number of cases against the statuses in the module.</span></span>
2. <span class="NormalTextRun SCXW154789502 BCX0">**Case summary:** </span><span class="TextRun SCXW154789502 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW154789502 BCX0">It shows the number of cases that are in active status, </span><span class="NormalTextRun SCXW154789502 BCX0">number of cases that are rejected, number of Cases for which the Response / resolution SLA </span><span class="NormalTextRun SCXW154789502 BCX0">are breached.</span></span>
3. <span class="NormalTextRun SCXW154789502 BCX0">**Cases drop down:** </span><span class="TextRun SCXW154789502 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW154789502 BCX0">It has 2 options. I.e., My Cases and other Cases. User can view the</span><span class="NormalTextRun SCXW154789502 BCX0"> list of Cases based on the type they select.</span></span>
4. **<span class="TextRun SCXW154789502 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW154789502 BCX0">Search</span><span class="NormalTextRun SCXW154789502 BCX0">: </span></span>**<span class="TextRun SCXW154789502 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW154789502 BCX0">To</span><span class="NormalTextRun SCXW154789502 BCX0"> provide flexibility to search specific Case with the key word.</span></span>
5. <span class="NormalTextRun SCXW154789502 BCX0">**Filter:** </span><span class="TextRun SCXW154789502 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW154789502 BCX0">To add filter condition</span><span class="NormalTextRun SCXW154789502 BCX0">. Based on the filter condition that the User defines, Cases will be displayed.</span></span>
6. <span class="NormalTextRun SCXW154789502 BCX0">**Export icon:** </span><span class="TextRun SCXW154789502 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW154789502 BCX0">To export the list of Cases displayed on the dashboard.</span></span>
7. **<span class="NormalTextRun SCXW154789502 BCX0">3 </span>**<span class="NormalTextRun SCXW154789502 BCX0">**Dots icon:** </span><span class="TextRun SCXW154789502 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW154789502 BCX0">To customize the table view. </span></span>
8. <span class="NormalTextRun SCXW154789502 BCX0">**List view:** </span><span class="TextRun SCXW154789502 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW154789502 BCX0">To view the list of Cases created. All Cases are displayed in the dynamic table.</span></span><span class="EOP SCXW154789502 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":1,"335551620":1,"335559685":720,"335559737":0,"335559738":0,"335559739":160,"335559740":279,"335559991":360}"> </span>

</div></div></div></div><div class="page-content" dir="auto" id="bkmrk--1">---

</div>

# 3. Pre-Requisite

#### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW19712872 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0" data-ccp-parastyle="heading 1">Pre-Requisite for Case Creation:</span></span></span>

<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Before creating Case below configurations should be done on Case settings. The configuration includes:</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

<div class="page-content" dir="auto" id="bkmrk-case-type-configurat"><div dir="auto"><div class="SCXW19712872 BCX0" id="bkmrk-case-type-configurat-1"><div class="ListContainerWrapper SCXW19712872 BCX0">1. <span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Case type configuration.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
2. <span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Case sub type configuration.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
3. <span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">SLA configuration.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
4. <span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Agent configuration.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"134233118":true,"201341983":0,"335559739":160,"335559740":279}"> </span>
5. <span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Case Owner Auto-Assignment Configuration.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"134233118":true,"201341983":0,"335559739":160,"335559740":279}"> </span>
6. <span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Case Association Configuration.</span></span>

</div></div></div></div>#### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW19712872 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0" data-ccp-parastyle="heading 2">Case type configuration.</span></span> </span>

<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Case type can be configured by navigating to Settings &gt;&gt; Cases &gt;&gt; Type</span><span class="NormalTextRun SCXW19712872 BCX0">. </span> <span class="NormalTextRun SCXW19712872 BCX0">It is mandatory to configure Work order type to configure Case type. </span><span class="NormalTextRun SCXW19712872 BCX0">Below are the parameters involved in Case type configuration.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/Mrvimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/Mrvimage.png)

<div class="page-content" dir="auto" id="bkmrk-add-type-%2F-bulk-uplo"><div dir="auto"><div class="SCXW19712872 BCX0" id="bkmrk-add-type-%2F-bulk-uplo-1"><div class="ListContainerWrapper SCXW19712872 BCX0">1. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Add type / Bulk upload:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> These are the options used to configure case type. Case type can be configured </span><span class="NormalTextRun SCXW19712872 BCX0">individually</span><span class="NormalTextRun SCXW19712872 BCX0"> or in bulk.</span></span>
2. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">List view:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> Case types configured can be </span><span class="NormalTextRun SCXW19712872 BCX0">viewed</span><span class="NormalTextRun SCXW19712872 BCX0"> in a dynamic table </span><span class="NormalTextRun SCXW19712872 BCX0">w</span><span class="NormalTextRun SCXW19712872 BCX0">ith related information like status, edit and </span><span class="NormalTextRun SCXW19712872 BCX0">delete</span><span class="NormalTextRun SCXW19712872 BCX0"> features.</span></span>
3. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Status:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"> <span class="NormalTextRun SCXW19712872 BCX0">To show the specific Case sub-type status whether active or inactive.</span></span>
4. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Edit:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To edit specific case type.</span></span>
5. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Delete:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To Delete specific case type.</span></span>
6. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Search:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To search specific Case type.</span></span>

</div></div></div></div>##### <span style="color: rgb(53, 152, 219);"><span class="TextRun SCXW19712872 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Add Case type page view:</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span></span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/4kOimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/4kOimage.png)

<span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

#### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW19712872 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0" data-ccp-parastyle="heading 2">Case sub</span><span class="NormalTextRun SCXW19712872 BCX0" data-ccp-parastyle="heading 2">-</span><span class="NormalTextRun SCXW19712872 BCX0" data-ccp-parastyle="heading 2">type configuration.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Case sub</span><span class="NormalTextRun SCXW19712872 BCX0">-</span><span class="NormalTextRun SCXW19712872 BCX0">type can be configured by navigating to Settings &gt;&gt; Cases &gt;&gt; </span><span class="NormalTextRun SCXW19712872 BCX0">Sub-Type</span><span class="NormalTextRun SCXW19712872 BCX0">. </span><span class="NormalTextRun SCXW19712872 BCX0">It is mandatory to configure </span><span class="NormalTextRun SCXW19712872 BCX0">Case </span><span class="NormalTextRun SCXW19712872 BCX0">type to configure Case </span><span class="NormalTextRun SCXW19712872 BCX0">sub-</span><span class="NormalTextRun SCXW19712872 BCX0">type. Below are the parameters involved in Case </span><span class="NormalTextRun SCXW19712872 BCX0">sub-type </span><span class="NormalTextRun SCXW19712872 BCX0">configuration.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/DW7image.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/DW7image.png)

<div class="page-content" dir="auto" id="bkmrk-sub-type%3A-to-key-in-"><div dir="auto"><div class="SCXW19712872 BCX0" id="bkmrk-sub-type%3A-to-key-in--1"><div class="ListContainerWrapper SCXW19712872 BCX0">1. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Sub-Type:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To key in manual input the Case sub-type name.</span></span>
2. **<span class="NormalTextRun SCXW19712872 BCX0">Select Case Type:</span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To </span><span class="NormalTextRun SCXW19712872 BCX0">select the case type &amp; associate with case sub-type.</span> <span class="NormalTextRun SCXW19712872 BCX0">It's</span><span class="NormalTextRun SCXW19712872 BCX0"> a mandatory </span><span class="NormalTextRun SCXW19712872 BCX0">option</span><span class="NormalTextRun SCXW19712872 BCX0"> to be selected while creating Case sub-type.</span></span>
3. **<span class="NormalTextRun SCXW19712872 BCX0">Add Sub Type &amp; Bulk Upload</span><span class="NormalTextRun SCXW19712872 BCX0">:</span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> These are the 2 options to configure Case sub-type in settings.</span><span class="NormalTextRun SCXW19712872 BCX0"> Add sub-type </span><span class="NormalTextRun SCXW19712872 BCX0">option</span><span class="NormalTextRun SCXW19712872 BCX0"> to create individual Case sub-type gets active only on selecting the Case type</span><span class="NormalTextRun SCXW19712872 BCX0"> to associate with Case sub-type.</span></span>
4. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">List view:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> Case sub-types configured can be viewed in a dynamic table with related information like status, edit and </span><span class="NormalTextRun SCXW19712872 BCX0">delete</span><span class="NormalTextRun SCXW19712872 BCX0"> feature.</span></span>
5. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Status:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To show whether the specific Case sub-type status </span><span class="NormalTextRun SCXW19712872 BCX0">whether </span><span class="NormalTextRun SCXW19712872 BCX0">active or inactive.</span></span>
6. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Edit:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To edit specific case </span><span class="NormalTextRun SCXW19712872 BCX0">sub-</span><span class="NormalTextRun SCXW19712872 BCX0">type.</span></span>
7. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Delete:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To Delete specific case </span><span class="NormalTextRun SCXW19712872 BCX0">sub-</span><span class="NormalTextRun SCXW19712872 BCX0">type.</span></span>
8. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Search:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To search specific Case sub-type.</span></span>

</div></div></div></div>#### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW19712872 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0" data-ccp-parastyle="heading 2">SLA configuration.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/gEVimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/gEVimage.png)

<div class="page-content" dir="auto" id="bkmrk-allow-sla-to-be-paus"><div dir="auto"><div class="SCXW19712872 BCX0" id="bkmrk-allow-sla-to-be-paus-1"><div class="ListContainerWrapper SCXW19712872 BCX0">1. <span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">**Allow SLA to be paused outside of working hour:** </span></span><span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">If User enables this feature,</span> <span class="NormalTextRun SCXW19712872 BCX0">SLA of the case will be paused outside of working hour.</span></span>
2. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Add SLA &amp; Bulk Upload:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> These are the 2 options to configure </span><span class="NormalTextRun SCXW19712872 BCX0">Response and Resolution </span><span class="NormalTextRun SCXW19712872 BCX0">SLA in Case settings.</span></span>
3. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">List view:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"> <span class="NormalTextRun SCXW19712872 BCX0">To show the SLA</span><span class="NormalTextRun SCXW19712872 BCX0"> configured in a dynamic table with related information like </span><span class="NormalTextRun SCXW19712872 BCX0">duration, SLA type, case type, case sub-type, asset category</span><span class="NormalTextRun SCXW19712872 BCX0">,</span> <span class="NormalTextRun SCXW19712872 BCX0">urgency, priority </span><span class="NormalTextRun SCXW19712872 BCX0">edit and </span><span class="NormalTextRun SCXW19712872 BCX0">delete</span><span class="NormalTextRun SCXW19712872 BCX0"> feature.</span></span>
4. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Edit:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To edit specific </span><span class="NormalTextRun SCXW19712872 BCX0">SLA</span><span class="NormalTextRun SCXW19712872 BCX0">.</span></span>
5. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Delete:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To Delete specific </span><span class="NormalTextRun SCXW19712872 BCX0">SLA</span><span class="NormalTextRun SCXW19712872 BCX0">.</span></span>
6. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Search:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To search specific </span><span class="NormalTextRun SCXW19712872 BCX0">SLA</span><span class="NormalTextRun SCXW19712872 BCX0">.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

</div></div></div></div>##### <span style="color: rgb(53, 152, 219);"><span class="TextRun SCXW19712872 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Add SLA page view:</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"134233118":false,"201341983":0,"335559739":0,"335559740":279}"> </span></span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/8SLimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/8SLimage.png)[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/c0Zimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/c0Zimage.png)

#### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW19712872 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0" data-ccp-charstyle="Heading 2 Char">Agent configuration</span><span class="NormalTextRun SCXW19712872 BCX0" data-ccp-charstyle="Heading 2 Char">.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span></span>

<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Make sure that the Agent details are available in </span><span class="NormalTextRun SCXW19712872 BCX0">the Agent</span><span class="NormalTextRun SCXW19712872 BCX0"> dashboard. If the Agent name does not exist, add using Add new agent from Agent module.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/ILvimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/ILvimage.png)<span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

#### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW19712872 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0" data-ccp-parastyle="heading 2">Case Owner Auto – Assignment Configuration.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Define Case Owner auto assignment rule using this configuration. This will </span><span class="NormalTextRun SCXW19712872 BCX0">impact</span><span class="NormalTextRun SCXW19712872 BCX0"> on the Case creation page.</span><span class="NormalTextRun SCXW19712872 BCX0"> The parameters involved in defining the auto assignment rule are, rule name, thresho</span><span class="NormalTextRun SCXW19712872 BCX0">ld, case type, case sub-type, skill sets etc.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/EObimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/EObimage.png)

<div class="page-content" dir="auto" id="bkmrk-add-rule%3A-to-define-"><div dir="auto">1. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Add Rule:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To define Case owner auto assignment rule.</span></span>
2. <span class="NormalTextRun SCXW19712872 BCX0">**List view:** </span><span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">To view all the rules configured.</span></span>
3. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Edit:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To edit the auto-assignment rule.</span></span>
4. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">View:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To view the auto-assignment rule.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

</div></div>#### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW19712872 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0" data-ccp-parastyle="heading 2">Case Association Configuration:</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Case Association configuration can be completed by navigating to Case Association from Case settings. </span><span class="NormalTextRun SCXW19712872 BCX0">Case Association will be based on Assets / Location.</span><span class="NormalTextRun SCXW19712872 BCX0"> Based on the issue type the User selects, </span><span class="NormalTextRun SCXW19712872 BCX0">case type, case sub-type, priority, urgency, response SLA, resolution SLA will </span><span class="NormalTextRun SCXW19712872 BCX0">get auto populated on Case creation page.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/ufnimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/ufnimage.png)

<div class="page-content" dir="auto" id="bkmrk-add-association%3A-to-"><div dir="auto"><div class="SCXW19712872 BCX0" id="bkmrk-add-association%3A-to--1"><div class="ListContainerWrapper SCXW19712872 BCX0">1. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Add Association:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To create Case Association.</span></span>
2. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">List view:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> List of Associations can be viewed in a dynamic table.</span></span>
3. <span class="NormalTextRun SCXW19712872 BCX0">**Status:** </span><span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Toggle icon in </span><span class="NormalTextRun SCXW19712872 BCX0">status column </span><span class="NormalTextRun SCXW19712872 BCX0">indicates</span><span class="NormalTextRun SCXW19712872 BCX0"> whether the association is active or inactive.</span></span>
4. <span class="NormalTextRun SCXW19712872 BCX0">**Edit icon:** </span><span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">To edit the Association.</span></span>
5. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Delete icon:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To </span><span class="NormalTextRun SCXW19712872 BCX0">delete</span> <span class="NormalTextRun SCXW19712872 BCX0">the association.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

</div></div></div></div>##### <span style="color: rgb(53, 152, 219);"><span class="TextRun SCXW19712872 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Case Association creation page view:</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":1,"335551620":1,"335559685":0,"335559737":0,"335559738":0,"335559739":0,"335559740":279}"> </span></span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/2jyimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/2jyimage.png)

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/ZoFimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/ZoFimage.png)

<div class="page-content" dir="auto" id="bkmrk--9"><div dir="auto">  
</div>---

</div>

# 4. New Case Creation

#### <span class="TextRun SCXW166843037 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW166843037 BCX0" data-ccp-parastyle="heading 1"><span style="color: rgb(35, 111, 161);">New Case Creation.<span class="EOP SCXW166843037 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":360,"335559739":80,"335559740":279}"> </span></span></span></span>

<span class="TextRun SCXW166843037 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW166843037 BCX0">To create </span><span class="NormalTextRun SCXW166843037 BCX0">a new</span><span class="NormalTextRun SCXW166843037 BCX0"> case, navigate to Case </span><span class="NormalTextRun SCXW166843037 BCX0">Menu &gt;&gt; New Case. New Case page will be displayed.</span></span><span class="EOP SCXW166843037 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/HYYimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/HYYimage.png)

<span class="EOP SCXW166843037 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

##### <span style="color: rgb(53, 152, 219);"><span class="TextRun SCXW166843037 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW166843037 BCX0" data-ccp-parastyle="heading 2">Create Case by Asset:</span></span><span class="EOP SCXW166843037 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/OAKimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/OAKimage.png)

<div class="page-content" dir="auto" id="bkmrk-asset-name%3A-to-selec"><div dir="auto"><div class="SCXW166843037 BCX0" id="bkmrk-asset-name%3A-to-selec-1"><div class="ListContainerWrapper SCXW166843037 BCX0">1. **<span class="TextRun SCXW166843037 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW166843037 BCX0">Asset Name:</span></span>**<span class="TextRun SCXW166843037 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW166843037 BCX0"> To select Asset name </span><span class="NormalTextRun SCXW166843037 BCX0">to</span><span class="NormalTextRun SCXW166843037 BCX0"> create Case.</span></span>
2. **<span class="TextRun SCXW166843037 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW166843037 BCX0">Add Asset:</span></span>**<span class="TextRun SCXW166843037 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW166843037 BCX0"> To add the selected Asset name to create </span><span class="NormalTextRun SCXW166843037 BCX0">Case.</span> <span class="NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW166843037 BCX0">User</span><span class="NormalTextRun SCXW166843037 BCX0"> can select the Asset from the existing list of Assets.</span></span><span class="EOP SCXW166843037 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

</div></div></div></div><span class="EOP SCXW166843037 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

##### <span style="color: rgb(53, 152, 219);"><span class="TextRun SCXW166843037 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW166843037 BCX0" data-ccp-parastyle="heading 2">Create Case by Location:</span></span><span class="EOP SCXW166843037 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/vULimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/vULimage.png)

<div class="page-content" dir="auto" id="bkmrk-location%3A-to-select-"><div dir="auto"><div class="SCXW166843037 BCX0" id="bkmrk-location%3A-to-select--1"><div class="ListContainerWrapper SCXW166843037 BCX0">1. **<span class="TextRun SCXW166843037 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW166843037 BCX0">Location:</span></span>**<span class="TextRun SCXW166843037 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW166843037 BCX0"> To select the specific location, building, floor, room to create Case.</span></span>
2. **<span class="NormalTextRun SCXW166843037 BCX0">Asset Name:</span>**<span class="TextRun SCXW166843037 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW166843037 BCX0"> To </span><span class="NormalTextRun SCXW166843037 BCX0">select</span><span class="NormalTextRun SCXW166843037 BCX0"> the Asset name of the selected Location to create Case.</span></span><span class="EOP SCXW166843037 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

</div></div></div></div><span class="EOP SCXW166843037 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

##### <span style="color: rgb(53, 152, 219);"><span class="TextRun SCXW166843037 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW166843037 BCX0" data-ccp-parastyle="heading 2">Other </span><span class="NormalTextRun SCXW166843037 BCX0" data-ccp-parastyle="heading 2">Parameters</span><span class="NormalTextRun SCXW166843037 BCX0" data-ccp-parastyle="heading 2"> of Case Creation:</span></span><span class="EOP SCXW166843037 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/gN5image.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/gN5image.png)

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/J0wimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/J0wimage.png)

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/aBGimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/aBGimage.png)

<div class="page-content" dir="auto" id="bkmrk-case-subject%3A-this-d"><div dir="auto"><div class="SCXW166843037 BCX0" id="bkmrk-case-subject%3A-this-d-1"><div class="ListContainerWrapper SCXW166843037 BCX0">1. **<span class="TextRun SCXW166843037 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW166843037 BCX0">Case Subject:</span></span>**<span class="TextRun SCXW166843037 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"> <span class="NormalTextRun SCXW166843037 BCX0">This drop down is to select Case subject. </span><span class="NormalTextRun SCXW166843037 BCX0">Based on the Asset / Location the User </span><span class="NormalTextRun SCXW166843037 BCX0">selects</span><span class="NormalTextRun SCXW166843037 BCX0">,</span><span class="NormalTextRun SCXW166843037 BCX0"> list of Case subjects will be displayed in the Ca</span><span class="NormalTextRun SCXW166843037 BCX0">se subject drop down.</span></span>
2. <span class="NormalTextRun SCXW166843037 BCX0">**Associated fields:** </span><span class="TextRun SCXW166843037 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW166843037 BCX0">Based on the </span><span class="NormalTextRun SCXW166843037 BCX0">pre-requisites, the Case type, case sub type, priority, urgency, case source</span><span class="NormalTextRun SCXW166843037 BCX0"> field values will auto populate on selecting the Case subject.</span></span>
3. **<span class="NormalTextRun SCXW166843037 BCX0">Case Description:</span>**<span class="TextRun SCXW166843037 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW166843037 BCX0"> To key in the Case description.</span></span>
4. **<span class="NormalTextRun SCXW166843037 BCX0">Requester Details:</span>**<span class="TextRun SCXW166843037 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW166843037 BCX0"> To key in the requester details. I.e., Requester name, email id, contact number and cc email.</span></span>
5. <span class="NormalTextRun SCXW166843037 BCX0">**SLA:**</span><span class="TextRun SCXW166843037 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW166843037 BCX0"> Response and Resolution SLA will get auto populated based on the SLA configuration on selecting the </span><span class="NormalTextRun SCXW166843037 BCX0">Case type.</span></span>
6. **<span class="NormalTextRun SCXW166843037 BCX0">Case Owner:</span>**<span class="TextRun SCXW166843037 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW166843037 BCX0"> Case owner auto assignment will work based on the Case owner auto assignment configuration.</span></span>
7. **<span class="NormalTextRun SCXW166843037 BCX0">Case Link: </span>**<span class="TextRun SCXW166843037 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW166843037 BCX0">To link the Case with other Case.</span></span>
8. **<span class="NormalTextRun SCXW166843037 BCX0">Documents:</span>**<span class="TextRun SCXW166843037 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW166843037 BCX0"> To </span><span class="NormalTextRun SCXW166843037 BCX0">attach</span><span class="NormalTextRun SCXW166843037 BCX0"> the document related to case creation.</span></span>

</div></div></div></div><div class="page-content" dir="auto" id="bkmrk-revision-%232-created-">---

</div>

# 5. Case Details Page

#### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW267191329 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW267191329 BCX0" data-ccp-parastyle="heading 2">Case Details </span><span class="NormalTextRun SCXW267191329 BCX0" data-ccp-parastyle="heading 2">Page View:</span></span><span class="EOP SCXW267191329 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

<span class="TextRun SCXW267191329 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW267191329 BCX0">Case details page </span><span class="NormalTextRun SCXW267191329 BCX0">provides</span><span class="NormalTextRun SCXW267191329 BCX0"> a detailed view of the Case. </span><span class="NormalTextRun SCXW267191329 BCX0">The field valued filled during Case creation can be viewed in the details page. Additionally, it provides </span><span class="NormalTextRun SCXW267191329 BCX0">information</span><span class="NormalTextRun SCXW267191329 BCX0"> on recent acti</span><span class="NormalTextRun SCXW267191329 BCX0">vities of the specific Case </span><span class="NormalTextRun SCXW267191329 BCX0">along with the time stamp</span><span class="NormalTextRun SCXW267191329 BCX0">. It also provides information on</span><span class="NormalTextRun SCXW267191329 BCX0"> Work orders associated with the Case. </span><span class="NormalTextRun SCXW267191329 BCX0">The </span><span class="NormalTextRun SCXW267191329 BCX0">status</span><span class="NormalTextRun SCXW267191329 BCX0"> of the Case will be displayed at the </span><span class="NormalTextRun SCXW267191329 BCX0">top right</span><span class="NormalTextRun SCXW267191329 BCX0">. It also provides </span><span class="NormalTextRun SCXW267191329 BCX0">flexibility</span><span class="NormalTextRun SCXW267191329 BCX0"> to create work order without navigating to Work order Module.</span></span><span class="EOP SCXW267191329 BCX0" data-ccp-props="{"201341983":0,"335559685":0,"335559739":160,"335559740":279}"> </span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/pWXimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/pWXimage.png)

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/fOeimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/fOeimage.png)

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/uegimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/uegimage.png)