Filling in a Case Questionnaire

  Table of Contents
  1. Adding a Case
  2. Case Analysis


Adding a Case

Go to Cases [1] > Select an Area/Type Site [3] > Add [2].

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Fill in / set the Header information

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  1. Description: Give the Case Questionnaire a description that makes it easy to identify
  2. Location: Set the site location from the drop-down list
  3. Case type: Select a case type from the drop-down list, the case types are created in Admin > Case Type Categories
  4. Case type category: Select a case type category from the drop-down list, the case types are created in Admin > Case Type Categories
  5. Owner 1 & 2: Type in the name of the person/s responsible
  6. Value: For insurance purposes if a claim is to be made

Click Save [7] to record the Header [8] information and open the Case questionnaire.

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Fill in the Questionnaire Answer column [1], add any additional notes or comments if required in the Notes column [2], click Save [5] then OK in the Save Case pop-up [4].

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NOTE If the Question row/column [4] is grey, the question must be answered before you can Save [3] the Questionnaire.

The Case Notes [1] section after the Questionnaire is for adding any Additional information [2] and uploading Supporting documents [3]. Saving [4] the Case Note will create a Case Note in Actions [5] for you to record any actions required and taken.

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Case Actions can be added to the Case Notes in Notes [1]. Click the Add Actions icon [2] to add an Action.

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In the Action tab [1] of the Case Action window you can edit most of the details and click Save [2].

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In the Action Taken tab [3] of the Case Action window you record the details of the Action Taken [4], the Time Taken [5], the Date of Completion [6] and click Save [2].

NOTE The Audit Trail tab [7] records who has accessed and made changes to the Case.

After completing the Case Questionnaire, you will return to the Cases page where you will see the New Case [6] you have created.

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Case Analysis

The Case Analysis page provides a Case type breakdown which is done by status. Set the Date range [1] (e.g. 14 May 2019 to 14 Jun 2019) to view Cases that are Open [2], On hold [3], Abandoned [4] and Closed [5].

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The Case type breakdown Analysis can be exported as an excel spreadsheet for your convenience. Click the Export button [6] to download an excel spreadsheet of what you see on screen.

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