Intake and Case Setup

Intake and Case Setup

By Janet Siler

Case Triage

There may be times when you need to refer a case to someone else for processing.

Let's talk more about that

Multiple Select

What are some circumstances that may require case assignment to someone else?

• When the intake information is incomplete

• When you are having a bad day

• When a process level is out of scope for you to process

• When you are going to be out of the office

Resources

Some text here about the topic of discussion

Draw

Where can you find instructions on how to complete the Intake Chevron