Starting a Case with Associated Objects - Honeywell DOC4000 - 7.3 - Help - Intergraph

DOC4000 User Guide

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English
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Honeywell DOC4000
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Cyber
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PAS Version
7.3

DOC4000 allows you to add associated objects to a workflow case. You can also create a workflow case while viewing an object. In this case, DOC4000 associates that object with the case. You can then select additional objects and associate those objects with the case. The following figure illustrates the Cases tab for the selected object.

This functionality is available for specific object types, based on their asset model.

For more information about enabling the Case tab for specific object types, see Associating Object Types with a Case.

To start a case from an object:

  1. Select an object from the Asset Explorer.

  2. Click the Case tab in the right pane.

  3. Click Start New Case.

  4. Specify the common information required by a case, such as the Location, Category, and Selected definition fields, and then click OK. For more information, see Understanding Workflow Case Fields.

  5. In the Open Workflow Cases list, click the Case ID link for the case you just created.

  6. In Description, type the description to identify the work required for this case.

  7. Specify values for additional required fields identified with a red asterisk (*).

  8. Click Save.

Then, you can close the window opened for the new case.