Optimize Case Management Using Alerts & Workflow

• Case Management
• Case Management Tools
• Adding Cases
• Alerts & Workflow
• Reports
• Features
• Maintenance
• Customer Story

Assign, Remind, Escalate and Approve

Regardless of the kinds of cases you handle, i-Sight case management software is configured to precisely fit your requirements. Fully configurable worfkflow rules make it easy to keep the right people in the loop - and to ensure nothing falls through the cracks.

With i-Sight it’s easy to implement fully customized workflow rules based on your business requirements. Here are a few examples of the workflow rules or alerts most customers use.

Workflow Rules & Alerts

• Notifications: Notify the appropriate person or group(s) each time a new case is received
• Confirmation: Automatically send a confirmation email to the customer or employee who entered the case
• Assignments: Automatically or manually assign cases and notify the assignee
• Reminder: Set task or action due dates with reminders
• Escalations: Automatically send escalation alerts on overdue cases and actions
• Closure Notice: Notify individuals or groups of case closure
• Approval & Review: Create notices requesting approvals
• Custom Rules:Create any other business rule to help optimize your case management process

For more information, please call us or join a live demo

More Software Solutions from i-Sight

• Complaint Management Software
• Incident Tracking Software
• Investigation Software

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