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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.

The standard list of routines is as follows. You can add and amend routines in the Complaint Case Type Configuration.

NameTriggerActions
Service Request (Status Service Request, SLA 5 days)Stage changed to "Service request"
  • Status changed to "Service request"
  • SLA set to 5 days (from now)
Stop service request timer on acknowledgement task starting"Service request - acknowledgement" Task started
  • SLA cleared
Service request response sent by team"Service request - send response" Task completed
  • SLA cleared
  • Case reassigned to complaint team
  • Status changed to "Service request resolved"
Stage 1 (Status Stage1, SLA 10 days)Stage changed to "Stage 1"
  • Status changed to "Stage 1"
  • SLA set to 10 days (from now)
Stage 2 (Status Stage2, SLA 20 days)Stage changed to "Stage 2"
  • Status changed to "Stage 2"
  • SLA set to 20 days (from now)
Ombudsman (Status Ombudsman, SLA - )Stage changed to "Ombudsman"
  • Status changed to "Ombudsman"
  • SLA cleared

Service request assigned to service

"Service request - investigate and send response (service)" Task started
  • Status changed to "Service request (with service)"
Service request completed by service"Service request - investigate and send response (service)" Task completed
  • Case reassigned to the complaint team
  • Status changed to "Service request resolved"
Service request cancelled by service"Service request - investigate and send response (service)" Task cancelled
  • Status changed to "Service request"
Clear SLA - Stage 1Status changed to "Stage 1 resolved"
  • SLA cleared
Clear SLA - Stage 2Status changed to "Stage 2 resolved"
  • SLA cleared
Clear SLA - Stage 1 / 2 / 3Case assigned to "Complaint team - resolved"
  • SLA cleared
Last modified on July 02, 2024

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