Navigation:  Managing Cases > Updating a Case

 

To update a case you need to locate the required case. This may be done from anywhere in CleanLink Site Manager by right-clicking and selecting Cases. This brings up a list of all open cases. Select the required case and click the Modify button.

 

If the required case has already been closed you will need to reopen it before updating. See Reopening a Case for further details.

 

               

 

Cases can be updated in the following ways.

 

 

Only cases that are open may be updated. If you wish to update a closed case it must first be re-opened. See Re-opening a Case for further information.

 

Add a Comment

 

Click the Add New Comment button to bring up a text box containing any existing comments. Add in any new comments as required. Please note that as the system does not include the date/time of any new comments in the case records you may wish to include these yourself.

 

 

Add a Picture

 

 

Select the file you wish to add to the case and click on Save. The image will now be displayed.

 

 

Export to Mobile

 

 

The case will now be sent to the relevant mobile device for any actions to be completed.

 

Print a Case

 

Printing a case provides you with a hard copy for your records should it be required. The printed copy will have signature spaces for "Actioned by" and "Confirmed by".

 

 

 

Example of printout.