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Viewing engagements via ‘My Work’
Viewing engagements via ‘My Calendar’.
Viewing engagements (jobs) via ‘My Work’:
The ‘My Work’ field is the default opening page for users (after selecting application: UCM:ConsultantMember)
Under the tab ‘My Engagements’ the users’ current jobs will be listed alongside their relevant Case ID
Click on the Case ID number to open the case and view details
Under the tab ‘My Follow-Ups’ the users’ current follow-up jobs will be listed alongside their relevant Case ID
Click on the Case ID number to open the follow-up case and view details
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Viewing engagements (jobs) via ‘My Calendar’:
From the default opening page navigate to the left side of the screen and select ‘My Calendar’
The user’s calendar view will open, where the user can see all job bookings across a daily, weekly or monthly view
Use the side scroll bars to move up and down the page
Hover over the job booking and click to open the case
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Viewing the engagement (job) details after opening via ‘My Work’ or ‘My Calendar’:
After the user has opened the job via either of the above two methods, navigate to the following tabs to obtain job details:
Engagement: Delivery Details; Service Modality; Conclusion Details
Program: General Details; Contact Details; Incident Details; Customer Questions
Pulse: additional notes added by the Rapid Response Coordination team
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Relevant details are also included in a quick-view format on the right side of the screen.
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