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Instructional Guide
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Person Records
Tabs of a Person Record
Cases
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(c) Copyright by OpusXenta Pty Ltd. All rights reserved.
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Cases
This tab includes a list of cases where there are
Work requests
Incidents
Client feedback
For each case which displays, the following information is presented:
An icon for the stage
A hyperlink to the case
Date & Time of creation
Category
Description provided in the case
Who the Case is assigned to
Stage of the case
Site the incident occurred at
Time of incident
Who raised the case
To start a new case, press the
New
button on the right-hand side of the page.