Action and Task Management
Call Tracking Software Tools
Within each case record, action items can be created to track and monitor various tasks related to the case. If desired, actions can be assigned to an owner (the person responsible for entry or completion of the action) and given a due date.
Use actions to:
- Record notes
- Assign ownership of actions to other staff
- Create follow-up tasks or bring forward items
- Create reminders for actions
- Send emails to clients or staff
- Create template letters
These actions can be as simple as “notes-to-self” with reminder dates, or they can be assigned to other individuals for action. A key benefit of this exclusive i-Sight feature is that actions can be assigned both internally to personnel who have system access and externally via e-mail to other people who may be involved in case resolution (a consumer, other divisions or other 3rd parties) without the need for those people to have access to the system or to case files.
Actions can be created with various mandatory or default requirements. For example, each time an action is created it inherits the case due date (which can be used or changed) along with an option to assign an action owner who will be responsible for its completion. Each action can be set-up to trigger automatic e-mail reminders to their respective action owners of upcoming due dates.