Add HQ case details to the HQ communication plan

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

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

    Procedimento

    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.