NetAsset - Maintenance Management: Case Rules

Overview

Case Rules are an essential component of the maintenance module in NetAsset. They allow users to:

  • Specify the source record (e.g., NetAsset, NetRental) to which the case rule applies.
  • Filter the type of records the case rule affects.
  • Assign a case template for generating new cases.
  • Define events (such as usage-based or time-based triggers) that will initiate the creation of new cases. 

Case rules, when combined with case templates and case events, automate the creation of maintenance cases for assets or rentals, ensuring consistency in processes and documentation related to asset maintenance.

Prerequisites

  • Ensure Case Templates are configured to serve as predefined formats for generating new Case records. 


Step-by-Step Process

  • Navigate to NetAsset > Maintenance > NetAsset Case Rules > New.
  • Select a Source Record Type—either NetAsset or NetRental: 
  • Depending on the Source Record Type, the remaining fields will differ slightly:
    • NetAsset:
      • Event: Select the Case Event record that triggers the Case Rule.
      • Case Template: Select the Case Template used when the Case Rule creates case records.
      • NetAsset Type: Select the Asset Type the case rule applies to. Please note that if a NetAsset Search has been selected, this field will be greyed out.
      • NetAsset Search: Select the saved search the case rule uses to determine which records to create case records for. Please note that if a NetAsset Type is selected, this field will be greyed out.
    • NetRental:
      • Event: Select the Case Event record that triggers the Case Rule.
      • Case Template: Select the Case Template used when the Case Rule creates case records.
      • Rental Item: Select the rental item the case rule applies to. Please note that if a NetRental Search has been selected, this field will be greyed out.
      • NetRental Search: Select the saved search the case rule uses to determine which records to create case records for. Please note that if a NetRental Type is selected, this field will be greyed out.
  • Once all required fields have been populated, click Save to save the record.

Next Steps

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