Case Management System

Introduction


The purpose of the Case Management System (CMS) is to support the different workflows and share information in the departments, Examples are:

  • follow up on customer claims
  • development and maintenance of proprietary products
  • evaluation and introduction of 3rd party products
  • LOD evaluation
  • Coordination between MDT departments

To use the system you need to login.

If you have questions or comments concerning the case management system or you need an account you may contact Lars Fox(LAFO).

Terminology

Product

Case

a task

an other task

In the Case Management System you work with products, cases and tasks. You can comment products, cases and tasks.

Some product examples are an engine, an inductive proximity sensor from a specific manufacturer, a specification or a product familiy.

Some case examples are a claim, an approval of a 3rd party product or an upgrade of a PCBA due to obsoleted components. A case has a documentum case number and a file archive where documentation can be stored.

The actual work on a case is done in tasks.

To create a

  • Product go to the Product list
  • Case go to the Case list or the relevant product.
  • Task go to the relevant case

It is possible to make a "bulk" creation of child cases. To do this, first create the parent case. After the parent case is created search out the relevant engines and push "Create child cases".

A product may

  • have a Parent product. Add and remove the parent product in 'Update product'.
  • be Used in products. Add and remove the 'Used in' product in 'Update product' or under the 'Used in' section of the product.
  • be Related to other products. Add and remove the related product in 'Update product' or under the 'Related products' section of the product.

A case may

  • be Related to products. A case is automatically related to the product, when the case is created under the product. Products related to a case can be added and removed under the 'Products related to case' section shown together with case details
  • be Related to other cases. Add and remove the related case in 'Update product' or under the 'Related cases section of the case.
  • have a Parent case. Add and remove the parent case in 'Update case'.

A task may

  • have a Related case. A task is automatically related to the case when the task is created under the case. The case can be changed in 'Update task'.

Adding file attachements

Files can be added to the case directory and be attached to any description as well as your comments.
To add a file to the case directory, you either copy it directly into the right folder under prj_electronics or drag-and-drop to the proper folder under case details.
To attach a file to a description or a comment drag-and-drop it onto the description or comment.
You can drag-and-drop files from your desktop and the file explorer. If you want to drag directly from MS Outlook, you will need a plugin for this. Maximum file size for drag-and-drop is 64Mbytes.

Adding images to a description or a comment

Images can be added to a description or a comment. In the editor, use the image-tool and specify url of the image. To ensure that the image is always available, it is recommended to attach the image to the descrption or comment, se above. After the image is attach, refer to the url of the attachment.

Receiving email notifications

It is possible to receive email notifications when data is updated. To enable emails, go into 'Profile' in your dashboard. At the end of the page, enable 'Get email when followed item is updated'.