Usage:

Case Enclosures, also referenced as Materials, are items that may be received along with the Case. It is strongly recommended that the enclosures are tracked by adding them in the appropriate section during the Case Entry process. Multiple Enclosures can be added at once.

 

Prerequisites:

Enclosures -> Path: Administrator > Settings  or   V11 - Settingson Home Page  > General > Laboratory Lists > Enclosures

 

Navigation:   Cases  > New or Edit Case > Enclosures tab

Create or open a case for edit. For more details about creating a case see How to create a case section.

 

In this topic a new case is created, but the process is the same with an existing case that is not invoiced. An Invoiced case cannot be updated

V12 - add enclosure - form

New Case form without any Enclosure added yet

hmtoggle_arrow1Add multiple Enclosures to a case

1.On the New Case form select Enclosures tab and click V11 - add multiple enclosures.

2. Multiple Case Enclosure form is displayed.

V12 - add multiple enclosures - form

Select Case Enclosure

3.Add Enclosures:

• V11 - move one right - Add single selected enclosure

• Shift + Click -  Add multiple selected enclosures

•V11 - move all right - Add All Enclosures

•V11 - move one left - Remove single selected enclosure

• Shift + Click  - Remove multiple selected enclosures

• V11 - move all left  - Remove All Enclosures

4.Change Qty in grid - click in Quantity field and enter new quantity.  

5.Notes can be added. You can add any information or you can leave this field empty.

6.Click V11 - Save.

7.Save & Close the case.

 

Note: To see the enclosures that are added to a case, select the case by clicking on it and then click on Enclosures tab. Details for all enclosures added will display in the grid.

 

Edit Enclosures list - please read this topic for details

Delete Enclosure from the list - please read this topic for details

 

 

See also:

How to add Products to a case

Add Attachments to a Case