Managing print cases

Filter workplace cases using criteria such as the Short Description, Workplace Location, or other relevant fields to generate a consolidated report.

Use one of the following options to proceed:

• Print Filter Selection – Apply filters and select this option to create a workplace task with the consolidated report attached.
• Print Selected Records – Manually select one or more workplace cases and choose this option to view the consolidated report directly.

Tarefas relacionadas

• View and track workplace cases
• View emergency maintenance case details
• View change event reservation case details
• Print workplace cases

Print filtered cases

Use filter criteria to filter multiple cases and generate a consolidated report based on the filtered cases. You can set the condition based on the Short description, workplace location, or any other fields. When you run the filter and select Print filter selection, a new workplace task is created with the consolidated report as an attachment.

Antes de Iniciar

Role required: sn_wsd_case.case_reader

Procedimento

1. Navigate to All > Workplace Case Management > Workplace Cases.
2. Select the filter icon and set the filter criteria.
   The results appear based on the filtered condition.
3. Select Print filter selection.
   You can view the consolidated report with the filtered case details in a new Workplace Task page.

Print selected cases

Print a consolidated report, including child cases and associated services, by selecting one or more workplace cases.

Antes de Iniciar

Role required: sn_wsd_case.case_reader

Procedimento

1. Navigate to All > Workplace Case Management > Workplace Cases.
2. Select one or more workplace cases.
3. Select Print selected records.
4. Download and view the consolidated report in the Workplace Task.
   Select Print Task to view the workplace task report.