Instant - Reminders and Case Management

Instant - Reminders and Case Management

 * 1) Reminders - By Camapign
 * 2) Reminders - By Period
 * 3) Reminders - By Individual
 * 4) Case Reporting - Open Cases
 * 5) Case Reporting - Exception Cases
 * 6) Case Reporting - Reopened Cases
 * 7) Case Reporting - All Cases
 * 8) Case Reporting - All Cases - Case Report Format

Reminders - By Campaign

 * Choose the campaign from the list on the screen.
 * If there are any reminders associated with this campaign they will be returned to the screen.
 * If there are no reminders associated with this campaign, none will be returned.

Reminders - By period

 * Choose the date period you would like to report from.
 * Click Select.
 * A list of Reminders for that period of time will be returned to the screen.
 * If there are no reminders available, none will be returned to the screen.

Reminders - By Individual

 * Choose the date period you would like to report from.
 * Choose the user you would like to base the report on.
 * Click Select.
 * The Reminders for that user will be returned to the screen for that time period.
 * If there are no reminders associated with that particular user, then none will be returned.

Case Reporting - Open Cases

 * Choose the date period you would like to report from.
 * Choose the campaign.
 * Click Select.
 * A list of Open Cases will be returned to the screen showing all Incomplete records in this campaign.

Case Reporting - Exception Cases

 * Choose the date period you would like to report from.
 * Choose the campaign.
 * Click Select.
 * A list of Incomplete and Complete records will be displayed on the screen in a report.
 * This report will show:
 * 1) The Contact Type
 * 2) The Start and End Interaction time
 * 3) The status of the record
 * 4) The Duration of the record

Case Reporting - ReOpened Cases

 * Choose the date period you would like to report from.
 * Click Select.
 * A Case Timings report will be generated and displayed on the screen.
 * This report displays:
 * 1) Campaign Name
 * 2) Record Number
 * 3) Previous Close
 * 4) ReClose
 * 5) Duration between closes

Case Reporting - All Cases

 * Choose the date period you would like to report from.
 * Choose the campaign.
 * Click Select.
 * A report will be generated and displayed on screen showing:
 * 1) Incomplete records
 * 2) Complete records
 * 3) The contact count on these records
 * 4) The Start and End interaction dates and times
 * 5) The status of the record (The Outcome)
 * 6) The Duration of the record.

Case Reporting - All Cases - Case Report Format

 * Choose the date period you would like to report from.
 * Choose the campaign.
 * Click Select.
 * A report will be generated and displayed on screen showing:
 * 1) Incomplete records
 * 2) Complete records
 * 3) The contact count on these records
 * 4) The Start and End interaction dates and times
 * 5) The status of the record (The Outcome)
 * 6) The Duration of the record.