To allocate an owner to a feedback case

The procedure to allocate an owner to a feedback case is as follows:

Prerequisite procedural steps are covered separately in the topics To start a new feedback case via a contact record (or To start a new feedback case via a contact group) and To link a business entity to a feedback case. Refer to these before proceeding to step 2.
With the Create Feedback Case - Allocate Case window displayed, using the combined Users and Roles drop-down fields, multi-select all desired users and overarching roles, representing the subset of user accounts to whom the feedback case will be assigned at this progression stage, or independently choose the All option, as required 1 1.
Click on Save and Open. The Feedback Case Details window is displayed, revealing the information captured to date and also the sequential reference number assigned to the new case.
To manage the feedback case progression most effectively, data is segmented into a series of logical tabs. Certain tabs are worthy of special note and are captured in the table below.
Click on Close.

Field	Description
History	A timeline of chronological events undertaken for the feedback case, including all case notes.
Tasks	All individual actions assigned to the case that define its progression phases are held in this tab, from initial fact finding right through to final completion. When a case is first launched, all automatic tasks linked to the workflow path of the active stage type will be displayed. Additional tasks may be added to match the specific requirements of the case.
Contacts	All stakeholders involved in the feedback case file are stored here, with each contact's association to the case denoted by the Type field.
Attachments	Any number of file attachments can be linked to a feedback case in order to provide contextual background to all related elements. File attachments of type PDF, JPG, GIF, PNG, BMP, HTML, WAV, WMV and MP4 are all stored in this central location.
Costs	A list of all costs incurred during the lifetime of the case.
Linked Cases	Presents a holistic view of all related cases that have been formally linked together.
User Defined	Any custom fields defined for the components of a feedback case are displayed in this tab, together with the recorded values.

Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is deselected.

Note

1 This option is only activated in the instance where no allocation rules have been defined for the selected stage type.

See related topics...

Feedback case management overview

To start a new feedback case via a contact record

To start a new feedback case via a contact group

To link a business entity to a feedback case