Case Tracker

From SimplePDM wiki

Case tracker is an issue tracking system (also known as incident ticket system). The use of this content type is to allow group members track pending tasks. For example, if a style file of a jacket is missing the sleeve's head notch and it's pocket should be placed on the opposite side of the front piece, then two cases should be opened. While technically speaking it would be possible to open a single case and state all the tasks that should be done, it is considered a bad practice. Since every task can be assigned to different people, or it might need different action, it's always best to separate all the tasks to smaller cases. Using the example above it might turn out that the missing notch should be assigned to Stanley instead of Betty (two users in the same group), and that this issue is urgent; While the pocket is actually By design, meaning that no action should be taken.

My Cases

Found under [simplepdm.com/cases] you can see all the cases in your group, and can filter them using the advanced view. It would be a good habit if you visited this page on a daily basis and to see the progress of pending issues.

1. In this group there are currently two issues, one assigned to Betty and the other to Stanley.

Create Case Content

2. A case tracker content has been created. You can add comments to this case.

3. Unlike other content types, above the case tracker comments you can edit the case status.

4. Since there was a change in the status of the case it appears aboce the comment, so you can now who changed the status and when (It was reaasigned from Stanley to Bettey and the case is now Fixed).

5. In the Overall content (an image content type) you can see all the referencing cases.

See Also

• Create Content