A “case” is any project, transaction, service or response that is “opened” and “closed” over a period of time to achieve resolution of a problem, claim, request, proposal, development or other complex activity. It is likely to involve multiple persons inside and outside of the organization, with varying relationships to each other, as well as multiple documents and messages.
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- Assign, use for assign of selected cases. When clicked this option, channel member list opens and related case is assigned to chosen member.
- Move to Another Channel, used for moving selected cases. When clicked this option, channel list opens and related case is moved to chosen channel.
- Merge Cases, use for merge of selected cases. When clicked this option a warning screen opens and if you click ok button the case number remains open and other cases are closed.
- Close Case, use for close of selected cases. When clicked this option a warning screen opens and if you click ok button, case is deleted.
- Delete, used for deleting selected cases.
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Enter minute, hour or day.
Add Time or Tracking
Enter duration of minute, hour or day.
Type
Specifies the type of time.
Date
Specifies the date of time.
Milestones
Milestones part is using to determine the significant stages in the case. Manual
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or
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automatic
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completion
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time
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is
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set
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Milestones for milestones. The completed milestones and the overdue milestones in the specified time are shown in different colors.
Milestone Name
Enter duration of minute, hour or day.
Duration Type
Specifies the type of milestone duration.
- Within a duration, specifies of duration day ,hour or minute.
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- Specific date time, specifies of date range.
Case Links
Case links allows the associate other cases as child, related or duplicate. To associate another case to current please follow these steps;
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