Users only see cases for the locations to which they have access.
To view cases that have been created, navigate to IntouchIntelligence.
Click on Cases in the navigation menu. You will, by default, land on 'Open' case list.
To view a case list, or access an individual case, click on the appropriate list option from the left panel (Assigned to Me, Open, Due, etc).
To view a case so that you can see all details, comments, and the individual record for the audit, click on the case within the list.
When viewing a case, you can manage all aspects of the case, including assigning, setting a due date, and updating the status.
Case Details
In the left-hand frame, you can see and edit the case details including the overview details, assignees, associated question, and case tags.
You can ass view information about the case type, creator, creation date, as well as associated program and location details.
Comments, Records and Linked Cases:
The right-side frame will, by default, display the Comments view. Using the tabs at the top of the frame you can view the associated record and any linked cases.
Comments
When a comment or photo is added, a notification is sent to the assignee, as well as any user who previously commented on the case (but not to the user who is updating the case).
Comments/photos that have been added to a case are visible in the Comments view and can be sorted in ascending or descending order based on the date they were added.
Record
When a case has been created from an individual record, the record details can be viewed in this tab.
If you would like to leave the case view and navigate to the record, this can be done using the action menu in the left frame. |
Linked Cases
When a case has been linked to other cases, you can view the list of linked cases and view any relevant comments and records, as well as link additional cases from the linked cases tab.
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