Difference between revisions of "Form Management"

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(Created page with "'''Form Management Menu''' In the section Form Management Menu, the following functionality occurs: *Submit a Form *My Forms =='''Submit a Form'''==")
 
 
(3 intermediate revisions by the same user not shown)
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=='''Submit a Form'''==
 
=='''Submit a Form'''==
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*Please Select from the from you wish to use from the dropdown menu provided.
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*When you have selected the form, the form will open on screen.
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*Fill in the form.
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*Submit the form.
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'''NOTE''' - This is a good way of keeping record of a teams holiday requests.
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=='''My Forms'''==
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*Choose a case to view forms.
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*Enter the case ID into the text box.
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*Choose the outcome you wish to render the case with.
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*Render the case.
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[[Category:Topic:Contact Centre]]
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[[Category:Module Specific:Form Management]]
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[[Category:Module Specific:Case Management]]
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[[Category:Topic:Case Management]]

Latest revision as of 00:36, 10 November 2014

Form Management Menu

In the section Form Management Menu, the following functionality occurs:

  • Submit a Form
  • My Forms

1 Submit a Form

  • Please Select from the from you wish to use from the dropdown menu provided.
  • When you have selected the form, the form will open on screen.
  • Fill in the form.
  • Submit the form.

NOTE - This is a good way of keeping record of a teams holiday requests.

2 My Forms

  • Choose a case to view forms.
  • Enter the case ID into the text box.
  • Choose the outcome you wish to render the case with.
  • Render the case.