Field Representative Ask

Field representatives use Field Representative Ask to create cases regarding employees in the service groups that they serve. This feature is available to users with the role of CaseFieldRep.

The Open Cases link calls the open cases in the employee’s All Cases list. The Closed Cases link calls the closed cases in the employee’s All Cases list. Users can use the link on the widget to create a case.

Agent Cases

This widget is available to users with the roles of CaseAgent and CaseManager.

The My Open Cases link calls the service user's My Open Cases list in the Agent Queue.

The Unassigned Cases link calls the service user's Unassigned Open Cases list in the Agent Queue.

The Reminders link calls the service user's My Open Cases list in the Agent Queue.

The Watched Cases link calls the service user's Watched Cases list in the Agent Queue.