Enter Case Information

The Case Info (VMRS) tab allows you to update cases with information related specifically to that case and service event.

To access the Case Info (VMRS) tab:

1. From the Portal, select your location.
2. Click Cases in the top menu bar.
3. Select a case to view.
4. On the Editing Case page, click the Case Info (VMRS) radio button.

There are four sections within the CASE INFO (VMRS) tab:

• CONTACTS
• RELATED ASSET
• LOCATION
• VMRS CODING

CONTACTS  

To enter Primary Contact and Driver information:

1. From the Case Info (VMRS) tab, locate the CONTACTS section.

2. To select an existing user as your Primary Contact, select a user from the Primary Contact dropdown by clicking in the Primary Contact field.
3. If the driver is also the primary contact, click Same as primary contact under the driver field. To select an existing driver, select a driver from the Driver dropdown by clicking in the Driver field.
4. To create a new contact as your Primary Contact, click the CREATE NEW CONTACT button, then enter the following:
   • Customer Info
     • First name (Required)
     • Last name (Required)
     • Job Role (Optional)
   • Customer Contacts (An Email or Mobile Phone number must be provided)
     • Email 
     • Mobile Phone Number
     • Office Phone Number
   • Notifications (Select one or both options to notify this contact)
     • Send Notifications By Email
     • Send Notifications By SMS
   • Primary Contact
     • Set as Primary Contact. Check to automatically set this contact as the primary contact on save.
   • Driver Contact
     • Set as Driver Contact. Check to automatically set this contact as the Driver contact on Save.
5. Click SAVE CHANGES.

RELATED ASSET

If the trailer for the asset is loaded:

1. Locate the RELATED ASSET section.
2. In the Trailer Loaded dropdown, select YES is the trailer is loaded. This will display the Trailer Load field. In the Trailer Load dropdown, select one of the following to describe the contents of the trailer:
   • UNKNOWN
   • REFRIGERATED
   • HAZARDOUS
   • EXPLOSIVE
3. Click SAVE CHANGES.

LOCATION

To enter the location for the breakdown:

1. Locate the LOCATION section.
2. In the Location field, enter the address (i.e. full address, mile marker, exit number, etc.).
   • To use your current location, enter “current location” in the Location.
3. Enter the City and State.
4. Click MAP to confirm the location on a map.
5. Click SAVE CHANGES.

See also: Enter Case Breakdown Information

VMRS CODING

To enter VMRS coding:

1. Locate the VMRS CODING section.
2. Select from the following codes from the related dropdown: 
   • Repair Priority: The type of repair (Scheduled, non-scheduled, etc.).
   • Repair Site: Where the repair will take place.
   • Reason for Repair: The reason why the fault occurred.
     • NOTE: This Reason for Repair applies to the entire case. To set the Reason for Repair for a specific operation, see also: Add Operations and Parts to a Case 
   • Complaint (Operator Report): The initial complaint from the operator.
   • Component Code: System Group, System, Assembly, and Component.
   • Position: The relative position of the repair.
   • Cause: The cause, per the technician.
   • Correction: The work to be accomplished by the technician.
3. Enter the Complaint Description, Cause Description and Correction Description, as applicable. 
4. Click SAVE CHANGES.