Using Case Management

Objective

After completing this lesson, you will be able to understand the functionality of Case Management.

What Is a Case?

There are two ways to create a new case, which you will explore in the exercises in this unit.

You can use the Manage Cases app, or directly create a case when first observing an exceptional situation from the Monitor Custom Alerts app.

An existing case can be changed and the history of changes can be tracked on the History tab. You can see what change was made, who made it and when, and updated information/values.

You can manage the resolution of alerts by combining them with cases.

The figure shows and describes, the management by exception combined with Case Management.

Snapshot Functionality in Cases

A snapshot represents the values of the alert key figures at a certain point in time. Over time, the metrics for the live alert may change.

To capture the pertinent data belonging to the alert (even if the current alert is gone or the metrics have changed), you can take a snapshot. Even if the alert is gone, the snapshot remains with its data.

You can see snapshots added to the case in the Snapshots tab. There is no limit on how many snapshots can be taken. Snapshots are organized by subscription date and sorted by name.

Demonstration how to Create a Case

Create a Case

Steps

  1. Create a case using the following details:

    FieldValue
    Name## Case without Alert
    Description## Case without Alert
    PriorityHigh
    OwnerTrainee ## (your user ID)
    Due DateOne week from current date
    1. Go to home page of the Web UI.

    2. Choose the General Planner tab.

    3. Choose the Manage Cases tile.

    4. To create a new case, choose Create.

    5. In the dialog that displays, enter the details from the table.

    6. To save the case, choose Save.

Demonstration how to Create Case with Link to Custom Alert

Create Case with Link to Custom Alert

Steps

  1. Create a case and link it to the alert that you created previously.

    1. Go to home page of the Web UI.

    2. Choose the Alerts tab.

    3. Choose Monitor Custom Alerts.

    4. Search for a subscription for any of your T##* alerts.

    5. Select any line.

    6. Choose Case → Add to Case.

    7. Choose Add To Existing Case.

    8. Select the case ## Case without Alert and link to the alert.

    9. Choose Save.