Case Reporting - Revision history

Philip Lacey at 23:29, 9 November 2014

2014-11-09T23:29:07Z

2014-11-09T23:10:54Z

2014-03-22T00:11:09Z

2012-05-11T09:26:36Z

2012-03-29T15:17:19Z

2012-03-29T15:13:42Z

2012-03-29T15:02:51Z

2012-03-29T14:54:25Z

2012-03-29T14:40:35Z

2012-03-29T14:25:56Z

@@ Line 33: / Line 33: @@
 [[Category:Module Specific:Case Management]]
 [[Category:Module Specific:Data Profiling]]
 [[Category:Topic:Case Management]]

@@ Line 36: / Line 36: @@
 [[Category:Module Specific:Case Management]]
 [[Category:Module Specific:Data Profiling]]
-[[Category:Scenarios:Case Management]]
+[[Category:Topic:Case Management]]

← Older revision		Revision as of 00:11, 22 March 2014
Line 32:		Line 32:
	*Or simply go back to '''My Reminders''' to process the record.		*Or simply go back to '''My Reminders''' to process the record.

−	[[Category: Case Management]]	+
		+	[[Category:Learning:Contact Centre]]
		+	[[Category:Module Specific:Case Management]]
		+	[[Category:Module Specific:Data Profiling]]
		+	[[Category:Scenarios:Case Management]]

← Older revision		Revision as of 09:26, 11 May 2012
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	*Click on the number under the number of attempts to put the record back on the stack for further processing.		*Click on the number under the number of attempts to put the record back on the stack for further processing.
	*Or simply go back to '''My Reminders''' to process the record.		*Or simply go back to '''My Reminders''' to process the record.
		+
		+	[[Category: Case Management]]

@@ Line 1: / Line 1: @@
-In the '''Case and Form Management Menu''', there are two sections on reporting:
+In the '''Case and Form Management Menu''', there is a section on reporting called:
 # My Reports
 =='''My Reports'''==
-Within the My Reports section, there are two sub-sections:
+Within this section, there are two sub-sections:
 *My Reminders
 *My Still Open Cases

← Older revision		Revision as of 15:13, 29 March 2012
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	==='''My Still Open Cases'''===		==='''My Still Open Cases'''===
		+	*Choose the case.
		+	*A list of records will be returned that are still open, i.e. have not been processed correctly.
		+	*Click on the blue button beside one of the open cases.
		+	*The record will open.
		+	*Save the details of this record with a new outcome.
		+	*Go to '''Queue Management -> Set the Current Working Outcome'''.
		+	*The record will now be in a different outcome in the list
		+	*It will also be moved up in the number of attempts on this outcome on the list.
		+	*Click on the number under the number of attempts to put the record back on the stack for further processing.
		+	*Or simply go back to '''My Reminders''' to process the record.

@@ Line 17: / Line 17: @@
 *Go to '''Queue Management -> Set the Current Working Outcome'''
 *In the Taken to Process listing, the records will now have decreased.
-*This is because you have just processed one of these records in your reminder list.
+*This is because you have just processed one of the records in your reminder list.
-*Depending on the outcome chosen on this record, it will now be a different Incomplete outcome or a Finished Outcome.
+*Depending on the outcome chosen on this record, it will now be either a different Incomplete outcome or a Finished Outcome.
+*If you want to process all of these Incomplete records, go back to '''My Reminders''' and continue the process as above.

@@ Line 9: / Line 9: @@
 ==='''My Reminders'''===
-*All Incomplete Records within a case will be returned in sequence.
+*All '''Incomplete''' records will be returned in sequence, including all records that have been '''taken to process'''.
 *These records will be highlighted in red.
-*This is a really good way of determining which records in a case still need to be processed.
+*This is a really good way of determining which records have not been processed correctly.
-*Make note of the record ID's that are highlighted in red.
+*Click on the blue button beside the record ID's that are highlighted in red.
-*These records have been taken to process.
+*This will take you directly to the record.
-*They have not been processed correctly with the right outcome.
+*Save the record with the correct outcome.

← Older revision		Revision as of 14:40, 29 March 2012
Line 7:		Line 7:
	*My Reminders		*My Reminders
	*My Still Open Cases		*My Still Open Cases
		+
		+	==='''My Reminders'''===
		+	*All Incomplete Records within a case will be returned in sequence.
		+	*These records will be highlighted in red.
		+	*This is a really good way of determining which records in a case still need to be processed.
		+	*Make note of the record ID's that are highlighted in red.
		+	*These records have been taken to process.
		+	*They have not been processed correctly with the right outcome.