Cases can be created through a trip or a flight log. Cases are a way to document service issues and safety concerns.

Creating a Case within a Trip

Step 1:
In the main trip page select 'Create New' within the case window. 

Step 2:
Fill in the appropriate information in the case creation window. Upon completion select save. 

Name - Choose a unique name to summarize the case
Assigned to - Cases can be assigned to individuals or groups (Note: This will not prompt a notification to be sent to the individual or group.)
Reported Date - The date the issue was reported
Issue Date - The date the issue occurred
Due Date - The date a resolution is due by
Flight Leg - The leg the issue occurred on
Airport - The airport the issue occurred at
Type - The type of issue, these can be setup in Global Settings
Priority - The priority of the issue
Vendor - The vendor associated with the issue
Accounts - The account associated with the issue
Contacts - The contacts associated with the issue
Description
- The description of the issue

Here is an example:

Once saved the case will appear within the case window in the trip and the case list of the Case Management search page.

Creating a Case within a Flight Log

Step 1:
In the Flight Log page select "Add New" within the case window. The leg the case is created from is automatically associated and cannot be edited. 

Step 2:
Fill in the appropriate information in the case creation window. Upon completion select save. 

Name - Choose a unique name to summarize the case
Assigned to - Cases can be assigned to individuals or groups (Note: This will not prompt a notification to be sent to the individual or group.)
Reported Date - The date the issue was reported
Issue Date - The date the issue occurred
Due Date - The date a resolution is due by
Flight Leg - The leg the issue occurred on
Airport - The airport the issue occurred at
Type - The type of issue, these can be setup in Global Settings
Priority - The priority of the issue
Vendor - The vendor associated with the issue
Accounts - The account associated with the issue
Contacts - The contacts associated with the issue
Description
- The description of the issue

Here is an example:

Once saved the case will appear within the case window in the trip and the case list of the Case Management search page.

Resolve a Case

Step 1:
To edit or resolve a case, go to the Case Management search page from the main menu.

Step 2:
To resolve a case click on the name in the case list. In the upper right corner in the case click on resolve. When you resolve the issue you will be prompted to select a resolution type and enter a description of the resolution and click Save. Resolution types can be customized in Global Settings > Case Management. 

Case Management Search
Create filters in the Case Management search page to be able to search quickly and efficiently by checking the desired filters and clicking "save" at the bottom of the screen. Once the filter has been saved, it can be selected from the drop down for future use.

To save a search, click on Save and then enter the name for the search and click "save". Be sure Create New is selected. 

Note: Search through the filtered case list using the "search bar" at the upper right corner.

Some other search examples are:
1.) All cases assigned to a specific personnel with a due date time frame. 


2.) All cases by case type. Case Types are defined by the operation in Global Settings > Case Management. 

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