Manager Ask

Use the Manager Ask feature to manage cases and surveys that are serviced by your service center reports.

Case managers use Manager Ask to create and manage cases that pertain to their direct reports. This feature requires Case Management. The widget is available to users with the role of CaseEmployeeManager.

With Manager Ask, case managers can perform these functions for cases that are served by their direct reports:

• View cases, including notes and attachments, created by your case agent reports
• Create and submit new cases
• Update details for active cases
• Update case notes and attachments
• View case status
• Close cases and reopen closed cases
• View surveys submitted by employees whose cases were served by your agent reports

These reports are available in Manager Ask:

• Staff: Managers can view the active cases, archived cases, and a profile of each agent that reports to them.
• All Active Cases: Managers can view the active cases that are served by every agent that reports to them.
• All Archived Cases: Managers can view the archived cases that are served by every agent that reports to them.
• Surveys: Managers can view results of surveys that were submitted by agents that report to the manager.