User guidance

Organizations depend on timely communication to establish a shared understanding of transactions or Assignments. Guide users through the Case Lifecycle by identifying the current Case Status and adding instructions to enable users to complete assigned Tasks. Generate and send automated emails during the Case Life Cycle to notify customers and users of changes to a Case.

Principiante

Case Management

Inglés

Después de completar este módulo, podrá hacer lo siguiente:

Describe the role of Case Status in Case processing.

Identify when Case Status changes occur during Case processing.

Identify the role of instructions in assigning Tasks to users.

Describe the key considerations for configuring email correspondence.

Practique lo que ha aprendido en el siguiente Reto:

Setting Case Status v8

Disponible en la siguiente misión:

Solution Builder Foundations v1

Temas

Case Status

5 minutos

Assignment instructions

5 minutos

Email correspondence

10 minutos

Cuestionario del módulo

5 minutos