View the landing page for healthcare-related cases in Workspace
As a healthcare agent, you can use the landing page of Workspace to quickly scan and access healthcare-related cases.
Accessing and using the landing page
To access the Workspace for healthcare-related cases, navigate to .
The Workspace landing page includes components that display healthcare case information, plus visualizations that further break down the component data. Each visualization is connected to a data source. For example, the By priority component includes visualizations for P1 and escalated cases.
From the landing page of Workspace, agents can:
- View the case information presented in each component.
- Drill into each component to see the case list behind the single score.
- Navigate to individual records from the case lists.
Viewing data
- Important items
- The Important items section shows metrics including high-priority cases, cases not updated in more than three days, tasks associated with the cases, and unassigned cases for the agent to monitor and work on.
- Cases
- The Cases section shows donut charts for case types and case priority assigned to you. By default, the data in the charts is displayed only when the assignment group that you belong to is associated with the case. Monitor this section to make sure that high-priority healthcare cases are resolved quickly.
- My active cases
- The My active cases section shows a list of all open healthcare-related cases that are assigned to you.
The Workspace landing page for healthcare-related cases is same as the CSM Configurable Workspace landing page. Therefore, you might see additional information based on the configuration set up by your administrator. For more information, see CSM Configurable Workspace landing page.