A Service Locator Search in ServiceBench must be performed when: Initiating a Service Request and no provider could immediately be assigned Performing a Reassignment Providing a customer with Service Provider Referrals (example: Referral Assistant 24 ...
Case Managers handling end to end case management must update their Name, and Direct Phone Number in the Service Administrator fields in ServiceBench to identify their assignment to the job. Service Administrator Assignment Navigate to the Job in ...
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 ...
Customers are offered claim options via email. These emails provide options for accepting a claim credit/buyout or repair/replacement. The email will contain links to separate forms/landing pages depending on their decision. When these forms are ...
There are two use cases for overriding entitlement in Zoho Desk when creating a Service Request for a customer. The first is when initiating service on an inactive or expired contract, and the second is when resolving item-based entitlement errors. ...