The case management flow is controlled by moving a case from phase to phase, as required values are entered. The screenshot below shows a case “in progress”. Here, one cannot proceed to “case resolution” until all work orders are complete, technical data is updated, and subcontractor invoices have been received and approved.
The names of phases and the names of case types and subtypes can be modified to suit the individual company’s structure and terminology.
Planning process with checklists
The planning process contains checklists for those tasks that must be carried out in a project. These can be checklists for building applications, construction grants, joint management, documentation in NETBAS, SKADA, DMS, etc.
A case can have multiple activities. Activities are created manually or automatically. Certain process steps can automatically generate activities. This could be, for example, whether the NIS system or SKADA needs to be updated, whether a budget must be approved, whether a notification to the Norwegian Labour Inspection Authority should be sent or any other important tasks that must be completed before the case can be completed. Cases cannot be closed until all activities have been completed.
“The step-based processes are designed to help people complete the project in the most efficient and correct way possible. The solution has a user-friendly interface, which makes it easy and quick to use,” says product manager at Powel, Ståle Nilsen.
The case is prevented from being closed if all the activities are not completed. This ensures that activities are implemented according to guidelines, that all necessary documentation is available and that all support systems are updated with the correct data.
Easy to get an overview
"It is easy to get an overview of all the activities in the system and which groups are responsible for which activities. That’s a huge advantage,” says Nilsen.
It is possible to create many work orders and many “requirements” for one and the same case. When a requirement is resource-allocated, a “booking” is created. A booking is a reservation of a resource (e.g. a utility worker). In other words, a work order receives many bookings. A resource can also be a piece of equipment, such as a truck or a boat. These can also be booked to a work order and thus reserved in the calendar.
Custom dashboards can be created for users or user roles. There is an example below: