Case created |
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Cases are automatically created when a record is submitted that meets the criteria specified in a trigger, or a case can be manually created by a user. The case can then be viewed on the Case Management page in IQ in the list of open cases. |
Review |
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| The open case is reviewed to determine if any action is required. | |
| Action required? | |
| No... | If a case was created in error or is no longer relevant, it should be canceled. |
| Yes... | |
Assign |
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When action is required, the case should be assigned to someone so that it can be resolved. When a case is assigned:
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Resolve |
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After the assignee has taken the necessary action to resolve the issue they should change the case status to resolved. When a case is resolved:
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