Overview

Case Creation

When creating a new case, a pop-up will appear based on the default alert preferences for Recommended Operations, Campaigns & Recalls. This pop-up will display options for Campaigns & Recalls, Recommended Operations, Warranty & Extended Coverage, and Service Contracts & Subscriptions. Each option will present relevant operations when available that can be added to the case for the specific asset.

Operations can be added individually, or to add all operations of a specific type, click the ADD ALL button at the top right of each desired section.

Operations with Related Operations will display a SHOW RELATED OPERATIONS link. When clicked, this link expands to show the list of operations related to this operation.

Once the Case is Open

Based on the default alert preferences for Recommended Operations, Campaigns & Recalls, a notification will appear for Campaigns and Recalls after the system has finished checking whether there are any campaigns or recalls that apply to the asset.

This notification will continue to appear each time the case is refreshed or accessed until at least one has been either added to this case or all have been added to another case for this asset.

The Recommended Operations notification will continue to appear each time the case is viewed until at least one of the operations has been added to this case or all have been added to another case for this asset.

Each message will have a VIEW button, which opens the corresponding modal.

The Recommended Operations modal will list the following types of operations, if applicable for your location, customer, and asset involved:

• Fault Follow-Up Operations
• Scheduled Maintenance
• Service Provider Recommendations
• Fleet Recommendations
• Deferred Operations

Operations can be added individually or added in bulk by type by clicking the ADD ALL buttons above each section.

In addition to the pop-up window and notifications at the top right of the page, links to open this pop-up can be found on the Left Navigation bar under the RECOMMENDED section and below the operations table. When only one or neither is applicable, the respective link(s) are disabled.

*Service Contracts & Subscriptions will also be displayed here if applicable

For those locations that are part of the Operations Pilot, links to open this pop-up can be found on the empty state of the New Operations table, as well as above the table with the same behavior as the Left Navigation links, when only one or neither is applicable, the respective link(s) are disabled.

Administration

• By default, the Alert Preferences for Recommended Operations, Campaigns & Recalls are set to;
  • When a case is created show: Pop-up window
  • When viewing a case, show a notification if there are campaigns & recalls available, until: At least one campaign or recall operation is added to the case
  • When viewing a case, show a notification if there are recommended operations available, until: At least one recommended operation is added to the case
• Administrators can modify these alert preferences in the Administrative Tools section under:
  • Admin > Customize Your Database > Case Preferences > Recommended Operations, Campaigns & Recalls > Alert Preferences