Case management - HxGN EAM - 11.7.1 - Administration & Configuration - Hexagon

EAM System Overview

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Administration & Configuration
HxGN EAM Version

Collect data on events that occurred. Be it an accident, a spill, an emission event, a production stop, an incident during a shift that affects the next shift, etc. Even if the event is equipment related, it may not require a work order, or if the need for a work order is not clear, you can create a case on the Case Management screen.

Module features

Module feature

Description of feature


On the Tasks tab of the Case Management screen, you can define all case related activities that must to be performed to complete the case.

Event Log

On this tab, the system keeps track of important events for the case and the user can also manually enter events as required. The system creates event log records for the case automatically for the following event types:

  • eSignature entries

  • Status changes

For these system-generated records all fields will be protected, however, you can update the Notes field.

You can also enter records in the event log manually.


On this tab, you can fill in any checklists attached to any of the task records. For example, use checklists to verify the task procedure was followed correctly. Alternatively, the task consists of answering some question and the checklist is a nice vehicle to do that with. You can read more about the checklist setup and use in the dedicated brief.

Case templates

Every case is unique and can be treated as such. However, that does not mean that the activities that must be performed when a certain type of event happens are not repetitive. Therefore, there is the ability to create a case template where tasks are pre-planned and can simply be copied to the case when required.

You can create a case template on the Service Codes screen.

Task cascades

Scheduling a case task can be done manually or automatically. The Organization Option ‘CASECASC’ will calculate scheduled dates for case tasks automatically based on the previous tasks and the task duration.


You can create alerts for case tasks that are overdue, ready to start, and completed.