Case Management Setup: Case and Resolution Types
Cases can be created through a trip or a flight log and are a way to document service issues and safety concerns. Before implementing the case management processes, be sure to setup custom case types and resolution types. This article will show how to
Create custom case types and field
Create resolution types
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CASE TYPES
Cases allow operations to customize the data capture requirements for service/safety issues. When creating a case type, additional fields can be added to be able to capture required information based on the type. To create a new case type proceed to My Company > Global Settings > Case Management > Case Types > Create New.
Within the template, the following options are available within the additional fields:
Aircraft: A full list of the active managed and vendor aircraft within the account
Date: Specific date
Date/Time: Specific date and time
List: allows for a list of custom values separated by a comma that will appear in a drop-down
Number
Personnel: All active personnel within the account
Text (Multi-Line)
Text (Single Line)
Job Card: A full list of all associated job cards to either the aircraft on the flight leg and/or the aircraft within the case.
After the additional fields are selected you will need to assign a name to the field which will drive how it appears on the page.
After all additional fields have been added to the case type, you can then determine the order in which they will appear within the case by leveraging the sort column here:
Note: Once a specific case type has been used and values entered into the additional fields it cannot be deleted.
CASE RESOLUTION TYPES
Go to My Company > Global Settings > Case Management > Resolution Types > Create New. Resolution Types are selected when resolving the case and can be reported on.
Ref: O-C01
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