Check-In a Case

The CHECK-IN Quick Action Button (QAB) allows you to quickly check a unit in and automatically post the case to the fleet’s customer portal.

To check-in a case:

1. Open your location from the Portal.
2. In the top menu bar, click Cases.
3. From the All Cases page, click the related case number.
4. On the Editing Case page, click CHECK-IN. 

   

5. On the Choose Notification Recipients modal, select recipients from the list. 

   

6. Enter the Arrived At time.
7. Enter your notes.
   • To enter a previously saved response, click SELECT A SAVED RESPONSE and select a response from the dropdown menu.
   • To create a new saved response, enter notes in the field and click SAVE RESPONSE. You will then be able to select that response from the dropdown menu.
8. Enter the first follow up time for the case. NOTE: If not entered, the current time and date will automatically populate.
9. Click OK.

An acknowledgment message along with a date and time stamp will be captured in the Conversation section of the case.

The repair status will update to Checked In, and the follow-up time will be created for a certain number of hours (determined by your system admin) after you clicked CHECK-IN. A message will display telling you how many hours were added to create the follow-up time.

You can also use the Case Status dropdown on the All Cases screen to quickly change the status of a case.