Working with Case management
Manage your workplace cases using the Case management workspace. Monitor the progress of the cases, update the cases and perform other actions.
Important: You need the case manager [sn_wsd_case.manager] role to access the Case management module.
- Manage workplace cases using Case management
Monitor the workplace cases requested in your organization at any time using the Workplace Central Case management workspace. - Work on a workplace case using Case management
Update, edit, or resolve a workplace case at any time from a single workspace using the Workplace Central Case management workspace. - Create a workplace service case
As a case manager, apart from managing the workplace cases, you can also create a raise workplace service request directly using the Workplace Central Case management workspace. - Create a child case and a child task
As a case manager, to fulfill a case, you can create a child case and also a child task using the workspace. - Print a workplace case
As a case manager, apart from managing workplace cases, you can also print a workplace case using the Workplace Central Case management workspace. - Managing print case
Filter workplace cases using criteria such as Short Description, Workplace Location, or other relevant fields to generate a consolidated report using the Workplace Central Case management workspace. - Cancel or delete a case
As a case manager, cancel a workplace case at any time if it’s no longer required. As an admin, delete a case record completely from the application if it’s no longer required. - Manage workplace cases in calendar view in Workplace Central
The Calendar view in Workplace Central enables case managers and case agents to view and manage assigned cases in a color-coded, week-based layout. Cases are organized chronologically by date field and can be filtered, grouped, and navigated by time zone. - Manage workplace cases in List view in Workplace Central
The List view tab provides a traditional list view of cases in Workplace Central. - View Facility Assets in Workplace Central
Use the Facility Assets list to look up an asset and its related cases without leaving Workplace Central.
Parent Topic:Use Workplace Central
Related topics
Creating custom lists on Workplace Central
Working with Space Optimization
Working with Schedule Planning