How To Manage Case Office Templates
Case Office Templates Your Case Office makes use of templates to streamline and give consistency to your communications. There are two types of Templates: Case Intake Templates and Email Templates. Case Intake Templates are used to structure Notes when creating Cases. These templates can be used to add information common to certain Cases instead of […]
How To Administer a Case Office
Case Office Administration Within Case Work, users that are logged in with privileges for managing a Case Office will see a Case Office Administration tab. The features available under this tab allow you to configure your Case Office and the Staff assigned to it. Finding a Case Office This option is only available if you […]
How To Update A Case
Updating a Case After a Case has been created you will need to update it from time to time until the issue has been resolved and the Case is ultimately closed. If configured, notifications will be sent to the assigned users as changes are made to the case. There are two main ways to navigate […]
How To Create A Case
Creating a Case A Case represents an issue experienced by one of your Contacts. Case Work is the set of features within the application that supports the management and tracking of these issues for the community that you represent. There are two main ways to navigate to the Case Work application once you are logged […]
How To Search For Cases
Search for cases.
How To Administer a Case Office Deprecated
Case Office Administration Within Case Work, users that are logged in with privileges for managing a Case Office will see a Case Office Administration tab. The features available under this tab allow you to configure your Case Office and the Staff assigned to it. Finding a Case Office This option is only available if you […]
How To Manage Case Office Categories
Manage Case Office Categories
How To Use Inbound Channels
Inbound Channels Critical to the efficiency of any case management system is an ability to create new cases as easily and as quickly as possible. While the system provides a web and mobile interfaces that are simple to use, information needed to create a new case is often already captured elsewhere. For example, a new […]
How To Use The Case Work Dashboard
Case Work Dashboard Users with a role of Office Administrator or Office Staff are able to access a dashboard that aggregates and summarizes information for the Case Office as a whole. This is the main landing page of the Case Work application. This guide provides an orientation to the key features of the dashboard including: […]
How To Find A Case
Finding Cases The ways to find a Case include the Find feature, the Case Work Dashboard, the My Cases page, and the Cases tab in selected Contact’s profile. There are four ways to find a case: 1) Finding the Cases assigned to you. 2) Finding the Cases linked to a specific Contact in the database. […]