NetAsset - Maintenance Management: Case Templates
Overview
NetAsset enhances the native NetSuite Case record by adding fields that enable its use as a Case Template for maintenance management. A Case Template allows predefined information, including related activities and subtasks, to be copied automatically when a new case is created. This functionality ensures consistency by preconfiguring key fields such as assignment, priority, and other relevant details, reducing manual entry and standardizing case creation.
The rest of this article outlines the process for setting up Case Templates in the system.
Prerequisites
- Ensure Case Events are configured to trigger the creation of new maintenance cases.
Step-by-Step Process
- Navigate to Lists > Support > Cases > New to create a new NetSuite Case record.
- Populate the fields on the Case record to define how the template should be configured for future use.
The Company field is required on native NetSuite case records and pulls its list of values from both the Customer and Employee lists. If the template being created does not relate to a specific customer or employee, a dummy customer or employee record should be created to serve as a placeholder for the Company field.
- Under the Custom subtab, check the NetRental Case Rule Template checkbox. This will make the case selectable as a template when setting up NetAsset Case Rules:
- Make any updates to the case as desired like adding specific tasks or other notes related to the recurring case.
- Click Save to create the record.
Next Steps
- Set up Case Rules to specify which events should trigger the creation of cases for specific Assets or Rentals.