Add HQ case details to the HQ communication plan

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Log the HQ case details to the new HQ communications store plan.

    Vorbereitungen

    Role required: sn_rtl_hq_ops.agent, sn_rtl_hq_ops.agent_manager, sn_rtl_hq_ops.location_manager

    Prozedur

    1. On the HQ case form, select the required option from the Priority drop-down list.
    2. Enter the assignment group name in the Assignment group or select it using .
    3. Enter the name of the agent, the agent manager, or the location manager in the Assigned to.
    4. Enter the short description in the Short Description.
    5. Enter the description in the Description.
    6. Select Save to save the HQ case details or select Save & Continue to go to the next step.