Viewing and editing existing Case Records

Viewing and editing existing Case Records can be done in the following screens in the Equus Platform:

Select the "View / Edit and Existing Record" from the Mobility Manager widget in the Landing Experience Dashboard.

Search for the existing record by typing the following options in the Search box:

Click on search to look for the Case Record, or on back to exit the widget.

If there are matches to the search, the employee and their existing case or relocation records will be displayed on the widget. The Company they belong to will be shown, as well as their Employee ID, Mobility Policy, Start Date, Home and Host Locations, and their Assignment ID.

Select the existing Case Record by clicking on the Date and Location of the Case.

To edit the existing record, simply update the fields on the View / Edit an Existing Record Modal. This will update the Case Record internally.

Clicking on Go to details screen will redirect the user to the internal Case Record.

For Mobility Types such as Business Travel, International Remote Work, and Domestic Remote Work, custom details can be viewed and edited via Custom Fields (System and Company Levels) configured in this form. These custom fields are only available under the Trip Specific section, Destination Details.

Note, that not all custom field configurations such as Default Value, and Span Row, can be applied in this form, and Row/Column numbers are not always observed. Check this article for more information on Creating or exposing a new custom field

Additionally, the Company-level custom fields will only appear to users who are in the company for which the field is configured.

For Business Travel mobility type, a business trip assessment can be used. An additional section will be available to define the activity destination details. These details will support the risk assessment.

Click on save to finalize the changes. Users can choose to click on close to close the modal when viewing or editing a case record. The following prompt will be shown to the user when closing the modal to make sure that useful data will not be left unsaved.

To view and edit a Case Record internally, click on the go to details screen quick link in the bottom of the View / Edit an Existing Record Modal to navigate to the internal Case Record.

Click on Edit [Mobility Type], and update the desired fields. Save the record to finalize the changes. The Mobility Type (Standardized) for the Case Record will also be shown on the top-right corner of the [Mobility Type] Details section.

Note: the Internal Case Record, after creation from the Mobility Manager widget, will also appear on the list of the employee's Assignments.

All custom field configurations such as Section Name, Default Value, and Span Row are honored and can be observed on the Internal screen.

The following fields are utilized when the employee submits a Travel Dates Confirmation form and by default are set to read-only:

For the Business Travel mobility type, an additional section will be available to define the details of the activity destination, supporting the risk assessment.

Opening the Mobility Manager widget can be done from a Data Table Widget by adding the following SQL field in its backing user report.

The SQL Formula in the screenshot needs to be added, with the Column Caption of EQ_OPEN_EDIT_MOVE_WIDGET.

View Move will appear next to the records shown on the Data Table widget in the Landing Experience Dashboard.

The "View/Edit an Existing Record Modal" can appear by clicking on View Move.

Visibility of standard fields cannot be configured on the Mobility Type screen. These will differ based on the selected mobility type.

The following standard sections are visible for all mobility types:

Additional standard fields for Case Records with Mobility Type: International Relocation. These will include fields such as From and To Currency, VIP, Effective Date, Delete After Date a

If the Mobility Type is a Business Trip, the move can be associated with a project. A Project field will be available under Mobility Info to configure in both the widget and internal record screen.