View Case Information (VMRS)

The CASE INFO (VMRS) tab of the Viewing Case page contains any pertinent contacts, location data, and VMRS coding information.

Much of the information on the Case Info (VMRS) tab is pre-populated based on the information entered in the initial service request. If any of the case information needs to be updated later in the case, it can be done in this section.

To access CASE INFO (VMRS) for a case:

1. Search for and select your case to open it for viewing.

2. Near the top of the Viewing Case page, click the CASE INFO (VMRS) radio button.
   If an estimate or approval request is already created, the radio button tabs will appear below that.

   

   
    

CONTACTS  

To enter Primary Contact and Driver information:

1. From the Case Info (VMRS) tab, locate the CONTACTS section.
2. 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
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.

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.
   • 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.