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Adding fields to Views
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Challenge
Adding fields to Views
4 Tasks
20 mins
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Now that the Stages, Steps, and data objects for the MyTown 311 Service Request Case Life Cycle are configured, the Mayor and the Services coordinator...
Configuring a coaching tip
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Challenge
Configuring a coaching tip
2 Tasks
15 mins
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You are a customer service representative (CSR) manager and have observed that your CSRs are making typos consistently when entering new addresses for...
Configuring a common phrase
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Challenge
Configuring a common phrase
2 Tasks
15 mins
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Your company wants to set up a consistent greeting for customer service agents to use when sending emails to customers. The message thanks the...
Configuring a dashboard
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Challenge
Configuring a dashboard
2 Tasks
30 mins
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Stakeholders have seen growth in the use of the Assistance request application. They want to confirm that, even though Cases are increasing, they are...
Configuring a data source
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Challenge
Configuring a data source
1 Task
15 mins
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As a system architect, there is a requirement for the contact identifier to be used in dialogs in the Contact category. You have been tasked with...
Configuring a form View
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Challenge
Configuring a form View
2 Tasks
10 mins
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After a request for roadside assistance is approved, the system creates a Service Case. CSRs need the ability to easily review information associated...
Configuring a full Case View
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Challenge
Configuring a full Case View
2 Tasks
10 mins
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The Mayor and Services Coordinator requested a single View to track updates while running Service Cases. The Services Coordinator requested a History...
Configuring a portal
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Challenge
Configuring a portal
1 Task
10 mins
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GoGoRoad provides roadside assistance services through contracted vendors. To ensure customer satisfaction and service consistency across vendors...
Configuring business conditions
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Challenge
Configuring business conditions
2 Tasks
5 mins
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U+ Bank identifies that many customer are missing their payment due dates, resulting in late fees and negative impact on their credit score. To...
Configuring Primary Fields for BAs
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Challenge
Configuring Primary Fields for BAs
4 Tasks
10 mins
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During Directly Capture Objectives (DCO) conversations, business stakeholders revealed that GoGoRoad's CSRs waste valuable time searching for basic...