Use the Intake Form

The Case Information page works as an intake form when first creating a case for a service event.

On the Case Information page, you can capture initial contact information to use for communication throughout the case as well as record Related Assets, VMRS coding, and Complaints that will carry through to the corresponding fields on the Editing Case screen.

If the contact does not exist, you can create the contact by clicking the CREATE NEW CONTACT button. If the driver is the same as the primary contact, check the Same as primary contact checkbox.