Add detailsWithin UCM and each Engagement, there are some additional features to support case management.
Program
Within the tabs on each engagement page, there is a tab titled ‘Program’.
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Select this tab to navigate through the following fields:
General Details
Contact Details
Incident Details
Customer Questions
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Program Contacts (shown on the right-side of the home page, and under ‘contact details’ in the program tab depict the roles of each key contact. See Glossary of Terms for key descriptors. |
Attachments
Within the tabs on each engagement page, there is a tab titled ‘Attachments’
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Select this tab to add any files relevant to the case
Select the add (+) button and select the method of attachment upload from the drop-down menu
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The attachment function is very useful for uploading copies of consent forms, additional email correspondence, lists of group attendees etc. |