Header row

The header row is different depending on the case type you have selected.

Case number

This number is unique for each case. You either load the number by using the LookupClosed The Lookup feature is a powerful search tool which allows you to search and load information from large registers. You open the Lookup feature by clicking on the dropdown button or by using F4 on your keyboard. feature or you enter a new one. If you enter a case number that does not yet exist, you will be creating a new case.

You can link cases together by using the Link the case to other cases button. This can be useful to keep track of cases that are related or where there are dependencies. You can, for example, link multiple customer cases to a supplier case and vice versa, which provides a clear overview.

Name

Here you can write a descriptive text as a name. You enter name texts in the company language and they are displayed in the user’s language.

Linked cases

If there are linked cases, the button is displayed to the right of the case number. You can use the button to see which other cases this case is linked to. You can also add cases that should be linked to the active case, or remove existing linked cases.

Case type

Here you select case type. The case type that you have set as default in your user account, will be suggested. If you have not configured a default case type there, then the case type you used on the most recent case will be suggested. A few case types are included in new MONITOR systems to use as examples. Other case types that you need must first be registered in the Basic dataClosed With "basic data" we refer to the static records in a database, for example parts, customers, users, work centers, etc. – Cases procedure. The case type determines prefix, priority, and which fields that will be displayed in the procedure.

By using the Change case type button you can change the case type for an existing case.

Template

Here you can select a template for the phase/activity and the cost. If someone has already reported the activity or the cost and you change the template, then the other person will get a suggestion to also change template when the reporting is made.

Customer/Supplier

If you register a customer nonconformity or an 8D nonconformity, you must enter a customer to which the case belongs. If you register a supplier nonconformity, you must enter a supplier. The case types Internal nonconformity and Own nonconformity type, do not use fields where you should enter customer or supplier.

If the customer/supplier is blocked for registration, a message will appear where you can also see the cause of the block. It is possible to create a case for the customer/supplier. If a notification has been configured for the customer you will see the message/notification, but you can still create a nonconformity for the customer.

Priority

Here you see the priority of the case, 1-9. The default priority is determined by the case type's setting in the Basic data – Case procedure. It is possible to change the priority manually. The value can be between 1 and 9.

Phase view

Here you see a symbol consisting of arrows, representing how far the case has come based on the status of the phases. Under the Phases/Activities tab you will see the phases and their statuses. A phase can have one of the following status options: Not started, Started, and Finished. The number of phases for a case varies. The phase view shows one arrow per phase in different colors for each status. That way, it is easy to see what the situation is like for the case.

You can see arrows for up to 10 phases. If there are 11 phases or more, you will see a percentage instead, since there is no room for more arrows. E.g. if 3 of 11 phases are finished, the percentage shown will be 27%.

The colors represent the following statuses:

  • – the phase is not started.
  • – the phase is started.
  • – the phase is finished.