Changes

Case Management

383 bytes added, 00:29, 10 November 2014
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*'''Profile''' a case
'''NOTE''' - All cases '''MUST ''' be saved with an Outcome. If they are not saved, i.e. an agent clicks back or goes back to main menu, then the case will be '''Taken to Process ''' in the Active Outcomes list.
==='''Create a Case'''===
==='''Agent - Incomplete Record Report'''===
'''NOTE'''A group of users must be set up to process this report.
*Choose the case.
*A report will be displayed on the screen.
*This report shows all agents and their Incomplete records.
 *If there are no incomplete records fro for any agent, then no report will be displayed.
==='''Reassign Reminders'''===
'''NOTE'''A group of users must be set up to process this report.*Choose a the case.*A report showing My Team Reminders will be displayed on the screen.*Giving every user and their reminders.  [[Category:Module Specific:Case Management]][[Category:Module Specific:Form Management]][[Category:Topic:Case Management]]
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