Organizations depend on timely communication to establish a shared understanding of transactions or Assignments. Generate and send automated emails...

This module shows you how to create service requests using the Customer Service Request Template. Learn about the purpose, customization options, and...

Skip Processes and entire Stages that are unnecessary in certain situations so that Cases can process with increased efficiency and flexibility. 

One of the critical parts of building an accessible product is to understand how to test the product throughout the development process. Learn about...

Guide users through the Case Life Cycle by identifying the current Case Status and adding instructions to enable users to complete assigned Tasks.

Learn about the key concepts and best practices for configuring Patient 360, including setting the categories for tracking social determinants of...

In a DCO session, GoGoRoad stakeholders said that they want to ensure that only one Assistance Request Case is processed for each customer incident...

InsCorp wants to ensure that only one Assistance Request Case is processed for each request. Customers that send assistance requests might have...

InsCorp wants to ensure that customers can cancel service requests at any time. To support co-production, a system architect configured the Cancel...