Enter Case Information

The Case Information (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.
3. To create a new contact as your Primary Contact, click the Create New Contact link, then enter the following and click CREATE NEW CONTACT:
   • Title
   • First name
   • Last name
   • Email (to enable email notifications, select Enable notifications)
   • Mobile (to enable mobile notifications, select Enable notifications)
   • Phone
4. For the Driver, repeat steps 2-3 above to select a Driver or create a new contact for the Driver.
   NOTE: If the Driver is the same as the Primary Contact, you can check Same as primary contact to auto-populate the Driver information.
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.
3. In the Trailer Load dropdown, select one of the following to describe the contents of the trailer:
   • UNKNOWN
   • REFRIGERATED
   • HAZARDOUS
   • EXPLOSIVE
4. Click SAVE CHANGES.

If the asset does not have a trailer loaded, make sure the Trailer Loaded dropdown is set to NO.

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. When complete, click SAVE CHANGES.