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Technical Information

How Subtypes Categorise Cases

Subtypes are one way you can organise and group your complaint cases.

Users and User Groups

There's a lot of flexibility to how users and groups are set up. This article describes one common approach.

Complaint Case Type Configuration

The following elements must be configured for complaint cases to work as described.

Self Service Articles

The main page hub is made up of Self Service articles, each filtered to show cases at different stages.

Routines for Automated Updates

When changes are made to a case, a number of background tasks are triggered to update it. These are mostly used to keep the current stage and status in sync, but can also reset SLAs and reassign the case to other teams.

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