Medical Emergency Tasks

Medical Emergency Tasks

When job severity is updated to Medical Emergency a Zoho task is created and routed to the Medical Emergency team to resolve. 


While navigating Case Views, you may notice a  Delete  option. Do not delete case views or cases. See your Supervisor for assistance.

    View Tasks

    There are 2 ways to access Zoho tasks:  
    1. Kanban Task Board:
      Click the expand menu to select the Kanban and view tasks by status.
    2. Activities Tab:
      Select Activities, Select Tasks on the left, and choose the My Open Tasks View
      Or My Tasks to view all tasks in every status.
      Note: Click the Star beside the View title to add to your Starred Views section:


    Update and Complete Tasks

    1. Navigate to your task queue
    2. Open the task (two ways)
      1. Open Short Task:
        Click the Task Title, the task opens on the
        right to update status or add comments.
      2. Open Full Task:
        Hover over the task, click the Edit icon to edit required task fields. Update the Subject and select the Status Reason Code.
    3. Update the Task required fields:
      • Subject : If necessary
      • Status : While your task remains open, toggle between the following statuses appropriately to track your work:
        • In Progress
        • In Progress 2
        • Pending
        • Pending Completion
        • Out of Scope
        • Waiting on someone else  
      • Status Reason Code: Select from the dropdown
    1. Swivel to ServiceBench:
      • Perform all research, update notes/comments, and add attachments.
      • Continue to utilize all current tools to resolve the issue.
      • Copy your Service job comments to the Zoho Task. 
    1. Complete the task:
      1. Complete the ServiceBench Exception
      2. Complete Zoho Task.
        1. Find and open the task.
        2. Click Mark as Complete, choose a resolution and click Save
    Reopen Tasks
    1. If you reopen the task, you can update individual task fields and a resolution reason. 
      The Resolution box will not open again at the top of the page.

      • Related Articles

      • CB-Medical Emergency Exception: MED TEAM ONLY

        The CB-Medical Emergency exception in SB is Only to be created by the Medical Emergency Team. This exception should be created when a Supervisor or Team Lead escalation call back is needed for the customer. Click the Exceptions Tab on the correct job ...
      • Purchasing Escalations Form

        The Purchasing Escalations Form is used by the Escalations Department primarily when an order has been submitted and additional information is needed from the Purchasing Department to move the job forward. When filling out the form you will need the ...
      • Tier 3 Escalations

        Most Tier 3 tasks will originate within the Tier 2 team. Once a Tier 3 Task has been created and assigned to the T3 team, it moves into the T3 Team Task List, called a T3 Backlog. T3 tasks will be assigned randomly to T3 Associates using an automatic ...
      • Creating Zoho Call Back Tasks

        Call Back Exceptions/Tasks are created when a customer is requesting to speak to someone higher up, however there is nobody available to take the call at that time. The agent will then create a Call Back Exception in ServiceBench or a Call Back Task ...
      • Executive Escalations

        An Executive Escalation is created when a customer requests a call back from a Cinch Executive. An email is sent to the Executive Escalations email inbox, a case is created in Zoho. Direct Assignment is utilized to assign the Executive Escalation to ...