Optimize Your Workflow
Regardless of the kinds of cases you handle, i-Sight is flexible enough to adapt to your processes. i-Sight provides the ultimate in flexibility.
Following are some of the workflow items that our customers frequently request. Of course, with i-Sight it’s easy to implement fully customized workflow rules based on your business requirements.
Workflow
- Notifications: Create business rules to notify the appropriate person or group(s) each time a new case is received
- Confirmation: If desired, the system can send a confirmation email to the customer or employee who entered the case
- Assignments: Create business rules to automatically assign cases and notify the assignee or manually assign cases and notify the assignee
- Reminder: Set task or action due dates with reminders
- Escalations: Create business rules for escalation notices on overdue cases and actions
- Closure Notice: Create business rules to notify individuals or groups of case closure
- Create notices requesting approvals
- Create any other business rule to help optimize your case management process
For more information, please call us or join a live demo
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Case Management Software: Workflow
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