{"id":48177,"date":"2021-04-08T15:37:47","date_gmt":"2021-04-08T07:37:47","guid":{"rendered":"https:\/\/oihelp.corporate.ifs.com\/help\/?page_id=48177"},"modified":"2026-01-30T13:52:16","modified_gmt":"2026-01-30T05:52:16","slug":"case-management-entry-form","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/cases\/case-management-entry-form\/","title":{"rendered":"Case Management Entry Form"},"content":{"rendered":"\n

This article applies to versions 4.9.3 and later of IFS OI Explorer.<\/p>\n

Case Management is all about monitoring, and managing, activities and events.<\/p>\n

Cases come from Sentinel, Shift Log, or those manually entered in Explorer via Case Management.<\/p>\n

They can be edited, categorized, sorted and filtered. Cases can also be assigned a due date, and changes in status as they are progressed.<\/p>\n

The Case Management entry form is where you create, and edit case entries.<\/p>\n

Read more: Case Management Overview<\/a><\/p>\n

The Entry Form<\/h2>\n

The Case Management entry forms are the Create New Case <\/strong>and the Edit Case<\/strong> forms.<\/p>\n

The main parts of the Create New Case <\/strong>form are:<\/p>\n

\"\"<\/a><\/p>\n\n\n\n\n\n\n\n
1<\/strong><\/td>\nThe title of the form - this shows if you are adding, or editing an entry.<\/td>\n<\/tr>\n
2<\/strong><\/td>\nFields that must be filled in are outlined in red.<\/td>\n<\/tr>\n
3<\/strong><\/td>\nFields that are optional are outlined in grey.<\/td>\n<\/tr>\n
4<\/strong><\/td>\n\n
Click the relevant tab to add a comment, add attachments, see related cases, or view the audit history of the entry.<\/div>\n
These fields are only available after you have saved the entry.<\/div>\n<\/td>\n<\/tr>\n
5<\/strong><\/td>\nButtons to save the entry, or close the dialog box. 'Save' will save the entry but leave the dialog box open.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

The data entry fields in the form are:<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Entity<\/strong><\/td>\nYou can fill in the entity field by either:<\/p>\n
    \n
  • Starting to type the entity name and then selecting the correct one from the list that displays, or<\/li>\n
  • Clicking on the hierarchy \"\" button and navigating to the correct entity.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
Title<\/strong><\/td>\nThis field accepts alphanumeric text. The title is displayed at the top of the Edit Case form.<\/td>\n<\/tr>\n
Description<\/strong><\/td>\nEnter any combination of alphanumeric characters. Formatting can be applied to entries in this field.<\/td>\n<\/tr>\n
Priority<\/strong><\/td>\nEnter a number to assign a priority to the case. Number one is usually used as the highest priority. Default value is 10.<\/td>\n<\/tr>\n
Status<\/strong><\/td>\nClick in the field, or on the down arrow, and select from the options in the displayed list.<\/td>\n<\/tr>\n
Category<\/strong><\/td>\nClick in the field, or on the down arrow, and select from the Environmental, Financial, Maintenance, Occupational Health and Safety, or Operational categories.<\/td>\n<\/tr>\n
Assigned To<\/strong><\/td>\nClick in the field and select a name from the displayed list, or start typing a name and the list will filter to match what you have entered.<\/td>\n<\/tr>\n
Due Date<\/strong><\/td>\n\n
Click in the field, or on the calendar icon, to access the time and date picker. Select the Due Date and Time.<\/div>\n
If the selected value is in the past, the field is highlighted in pale red.<\/div>\n<\/td>\n<\/tr>\n
Reason For State<\/strong><\/td>\nEnter any combination of alphanumeric characters. Formatting can be applied to entries in this field.<\/td>\n<\/tr>\n
Potential Impact<\/strong><\/td>\nEnter any combination of alphanumeric characters. Formatting can be applied to entries in this field.<\/td>\n<\/tr>\n
Recommended Action<\/strong><\/td>\nEnter any combination of alphanumeric characters. Formatting can be applied to entries in this field.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Read more: Formatting Text<\/a><\/p>\n

The fields in Edit Case\u00a0<\/strong>forms can vary depending on how they have been configured.<\/p>\n

The icons on the left side of the\u00a0Edit Case<\/strong> form indicate the type of the case entry.<\/p>\n

Shift Log cases may have a variety of different labels, for example, HSE Cases<\/strong>.<\/p>\n

\"\"<\/a><\/p>\n

All Sentinel and Explorer cases are a General Case.<\/strong><\/p>\n

\"\"<\/a><\/p>\n

Cases created as a result of a Sentinel event also have event information.<\/p>\n

Select the Event<\/strong> tab on the left side of the Edit Case<\/strong> form to find details of a Sentinel event.<\/p>\n

\"\"<\/a><\/p>\n

Note: On mobile devices the layout of the entry form is different to what is described above.<\/p>\n

\n

Add a New Case<\/h2>\n

1. Open Case Management in one of these two ways:<\/p>\n