The Workflow feature can be used to assign the case to various personnel at a service location throughout the repair process.
To assign a case to another user:
- From the All Cases page, select a case.
- From the Editing Case page, click WORKFLOW.
- On the Previous Assignments page, enter a note in the COMMENTS field.
- Assign the note to the correct person or department using the ASSIGN TO dropdown menu.
- Select the user or users to notify from the NOTIFY list.
NOTE: To notify the assignee only, pick the assignee’s name only.
- Click SUBMIT.
NOTE: Once the case is assigned to another person/department, it will disappear from the All Cases Assigned to me section.