9.01 Create a case

Create a case

A case can be everything: maintenance of the elevator, general enquiries, accounting tasks, preparation for a general assembly etc.

You create the case by clicking the '+' on top of your screen and then select 'Case'

After clicking the + a popup emerges where you fill in the variables of the case.

The variables

• Main case template: you can select case templates which already include specific suppliers, tasks etc
• Building: you select the building for which you want manage a case
• Requestor: who initiated the case? For example the co-owner who informs you about a non-functional elevator
• Clients: the client co-owners that are implied in the case
• Description: description of the case
• Channel: how did the new case get to you (e.g. by call, by email,...)
• Priority: does the case need a higher priority management?
• Classification: which classification does the case have? Classifications can be managed via the team settings
• Handlers: who is responsible to handle the case?
• Add task: you can directly add tasks (to do's) when the case is created
• Open the case when you complete filling in the variables