Case Management
Introduction
This is the page where you can manage all reported cases to follow up in Seamless.
The page can be accessed via the “Workflows” menu option.
Case List
The Case List provides you some information of the support cases:
Case title (by clicking on the Case title, you will be redirected to the corresponding https://contemi.atlassian.net/wiki/spaces/SHC/pages/1769832567/Case+Details?atlOrigin=eyJpIjoiMmNhNTk2N2JjYzg2NGI2YWFjMjg2MDkwZDVjOTI1ZDgiLCJwIjoiYyJ9 page)
Reference
Case type
Entity
Created date
Remaining time
Due date
Priority
Status
Assignee
Queue
Organization
In the Case List table, you can change the column order by dragging and dropping the column name. Additionally, you can select/deselect the columns to be displayed in the table via the column config option:
You can also perform following actions:
Search
This dropdown allows you to filter the list to display the cases which are assigned to you or reported by you.
Besides, in this dropdown, you can filter the case list based on the queues which you are set as a member.
Search & Filter
This provides more search criteria for the Account entity:
Keyword
Related Records
Statuses
Case type
Assignees
Due Date From
Due Date To
Created Date From
Created Date To
Priorities
Description
If multiple search criteria are selected/input, the system will combine all the criteria and search for the cases which have corresponding attributes matching/containing the search values.
More info in https://contemi.atlassian.net/l/c/t6Dm0NAd.
Related content
If you would like to request an article, drop us a mail at seamless.support@seamless.insure