Main Panel Fields

  • Number: A numerical identifier used to track and search for the case. If no number is assigned to a case, the case errors out and prevents you from moving on until a unique case number is assigned.

NOTE: When creating a case type, the PLL administrator has the option to automatically assign numbers. See Add a Case Type in the PLL Admin Office Companion 23 Guide for more information.

  • Type: The main classification group for all cases. This field cannot be changed.
  • Subtype: A further configuration of the case type. This field cannot be changed.
  • Subtype Details: A free-form text field for further description about the subtype. The description may load automatically when a subtype is selected.
  • Project Code: Select a custom identifier used to group and link multiple cases into the same PLL project. A project code is not required to create the case, but may help organize and track related cases.
  • Location: The geographic location or address; this field has a character limit of 80. After entering the address or location in the field, click Geocode. See Geocode a Location for more information.

NOTE: If the Location field on the Main panel is empty and a user adds a geolocated address in the Add Address panel, the Location field is populated on the Main panel when the case is saved.

  • Tag: This is a free-form label for the activity this case is associated with. This is not a required item, but can be useful in tracking and organizing large projects that include many different cases.
  • Assigned To: This is the login ID of the person to whom this case is assigned. This field can automatically populate if the PLL administrator has configured the case template to be assigned to a specific user. The assigned user can be changed by removing the user and using the Lookup for Assigned To icon.
  • Accepted By: This is the login ID of the person who accepts the case. It displays data entered on the Create New panel, or automatically populates with the current user when the case is saved.
  • Accepted Date : The current date loads into this field automatically; however, the date may be changed by using the calendar icon.
  • Initiated By: This field displays the login ID of the user who created the case. This cannot be changed.
  • Initiate Date : This field displays the date the case is created. This cannot be changed.
  • Expiration Date: This field displays the expiration date of the case. The date may be assigned automatically, depending on the template configuration.
  • Priority: Not currently in use.

  • Facility Id: This is the Facility Id for the building where the asset is located. This field automatically populates if an asset is attached to the work activity. If multiple assets are added to the work activity, the first asset with a Facility Id defined is used. This corresponds with the facility and level IDs set up for assets in the geodatabase. See Add an Asset Type in the Designer Office Companion 23 Guide for more information.

  • Level Id: This is the Level Id for the floor where the asset is located. This field automatically populates if an asset is attached to the work activity. If multiple assets are added to the work activity, the first asset with a Level Id defined is used. This corresponds with the facility and level IDs set up for assets in the geodatabase. See Add an Asset Type in the Designer Office Companion 23 Guide for more information.

  • Status: The initial status varies, depending on the case type selected and how the case is configured by the administrator.
  • Status Code: This is the internal code that automatically displays and is based on the case status.
  • X and Y: These fields automatically populate with the address coordinates you geocoded in the Location field. If there is an asset attached to the map from the Address panel, then the X and Y fields automatically populate with the asset’s coordinates.

Business Panel Fields

There is an additional section at the bottom of the Main panel for business license cases.

  • Business Name: This is the name of the business.
  • Business Type: This is the business type, such as a corporation (LLC, S-Corp, or C-Corp), sole proprietorship, or a partnership.
  • Business Category: Use the drop-down list to select the category the business falls under, such as entertainment, computer services, or restaurants.
  • State Tax ID: This is the state tax ID number for the business.
  • Federal Tax ID: This is the federal tax ID number for the business.