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.

Beginner

Case Management

Inglês

Depois de concluir este módulo, você deverá ser capaz de:

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.

Pratique o que aprendeu no seguinte Desafio:

Setting Case Status v8

Disponível na seguinte missão:

Solution Builder Foundations v1

Tópicos

Case Status

5 min

Assignment instructions

5 min

Email correspondence

10 min

Quiz do módulo

5 min