Application Case View

The Case View section in the application provides a detailed overview of a specific case or incident. It allows the agent to access, review, and manage all relevant information related to the case.

1. Initiate a status change for the case, and the user can view it in the Case View section.

Case status initiation - Start / End

1. Easily view all relevant case information in the Case Preview window.

Case View - Part 1

Case View - Part 2

1. Initiate and track all necessary case actions for efficient resolution.

Available Actions: Send SMS, Edit, Request Documents, Send Overview (PDF), Dismiss Case

1. Easily organize, preview, and manage case documents from one central location.

Use this section to handle requested documents within a case: preview them for review, categorize to organize, approve if they meet requirements, or dismiss if they’re unnecessary.

Preview, categorize, approve

1. Send, receive, and organize all case-related emails in one secure workspace.

Send, receive, and case-related emails within the application

1. Easily manage, track, and process all payouts and compensations from one central location.

Add Payout or Compensation, Copy information, Send guarantee of payment, Mark as Paid, Delete

1. Collaborate privately within the case using internal messages and notes for secure team discussions.

Comments

1. Send and receive real-time SMS notifications to keep all parties informed.

In-case SMS communications

1. Keep track of case-related invoices, ensuring accurate billing and streamlined financial management.

Billing section

1. Track tasks and time to maintain a clear record of case progress.

Worklog