Case Types
Default Case Types
By default, Onsite provides 7 generic case types. These are:
- Repair And Maintenance
- Incident
- Defects
- Task
- Upgrades
- Cleaning
- Gardening
How to Setup Custom Case Types
You can modify case types in the site settings to better match your building’s specific needs. To add a custom case type:
- Navigate to
Settings/Configuration/Cases - Add a new case type to the Case Types input
- Click “Save” to update the case types
Some examples of custom case types that buildings commonly add include:
- Security Issues
- Noise Complaints
- Common Area Bookings
- Committee Requests
- By-Law Breaches
You can edit or delete custom case types at any time by returning to the case type settings page.
If managing multiple buildings, we encourage you to maintain a consistent set of case types across all buildings. Contact support for assistance in bulk updating case types across all buildings.