What is a Case?

A case is an action plan that is triggered by a specific condition, and ensures that no critical issue or complaint is overlooked or goes unresolved.

For example, if a question on a survey or audit is answered a specific way, or a record scores below a specified threshold, a case can automatically be created. 

Cases can also be manually created by a user.

In IntouchIntelligence, users can view a complete list of open issues, as well as issues that have been marked as resolved and canceled.

Comments and photos can be added to the case to provide detailed explanations of all steps taken to resolve the issue. 

To learn more about case management, review the articles provided here.

And you can find information on how to set up a trigger to create a case here.