Case management

Description

Displays the case management records for specific scheduled start dates.

Menu Path

Operations > Reports > Call Center > Case Management

Parameters

Specify the Organization, Case, Equipment, Type, Status, Department, Class, Location, Cost Code for which to generate the report.

Specify the Requested By, Responsible, and Assigned To persons for which to generate the report.

Select the Include Task Plan Checklist check box to include checklist items for task plans associated with the case.

Select the Incude Task Comments check box to include task comments associated with the case in the report.

Select the Include Task User Defined Fields check box to include the task plan user defined fields in the report

Select the Print Attachments check box to print all case attachments with the report.

Specify the Start Date and End Date for which to retrieve data.

Report Type

Basic