If your organization's admin or institution admin has set up available sequential procedures, you're in for a treat. Discover how to seamlessly integrate these procedures into your cases for optimized workflow:
Transitioning Tickets to Cases with Sequential Procedures
When you convert tickets into cases, you have the chance to incorporate sequential procedures effortlessly.
Select the Sequential Procedure
Choose your desired sequential procedure from the list. It's recognizable by the icon next to its title.
Navigate to Review Task Contributors
Progress to the next step by clicking "Next: Review Task Contributor."
Exploring Sequential Tasks
Take a moment to explore the sequential tasks associated with the chosen procedure.
Fine-Tuning Task Contributors
Customize the task contributors according to your needs. If access groups are established, you can add entire teams at once or select individual team members.
Mastering Completion Triggers
For procedures with completion triggers, you can modify trigger-related task contributors. Add, remove, or update as required.
Completing the Transition
When you're satisfied with the task contributors' setup, click "Convert Ticket" to complete the transition.
Create Cases with Sequential Procedures
Unlock the power of sequential procedures when creating a new case from the case page. Follow these steps to streamline the process:
Initiate the Process
Begin by clicking the [+ New] button located in the top right corner of the case table within the case page.
Provide Essential Details
Complete the necessary fields to populate your case with all the required information.
Select Your Sequence
Choose your preferred sequential procedure from the list. You can identify them by the distinctive icon next to their title.
Assign Clients
Either assign an existing client to the case or create a new client to associate with it.
Move to Task Contributors
Click the [Next: Review Task Contributor] button to proceed to the next step.
Explore Sequential Tasks
Take a moment to familiarize yourself with the sequential tasks associated with the selected procedure.
Customize Task Contributors
Tailor the list of task contributors to meet your specific needs. If access groups are established, you can add entire teams or select individual team members with ease.Finalize the Transition
Once you're content with the task contributors' configuration, click the [Create] button to finalize the case creation process.
Important Notes: Task contributors assigned during the ticket conversion process won't impact the original procedure's task contributors. These modifications solely apply to the specific ticket that you're converting into a case.
Empower your workflow by seamlessly integrating sequential procedures into your cases. By following these steps, you're embarking on a path of enhanced task management and efficiency.