September 5, 2017
One of the available extensions within Dovetail Carrier is the Parent-Child Cases Extension, which allows for automating workflow processes involving parent and child cases. Quick Refresher on Parent and Child CasesWith parent and child cases, we can relate a group of similar problems with a root cause. The parent case identifies the root cause. A child case is a customer problem that arises due to the root cause and is linked to the parent case.For example, suppose someone knocks out a utility pole, which causes an internet outage for many customers.Each customer may call into the call center and report the outage. We can relate all of these cases to a parent case, which is where the repair is being tracked. Updates on the repair are tracked within the parent case. Only one case needs to be updated, thus removing duplicate…
Parent-Child Cases Extension in Dovetail Carrier
September 5, 2017
One of the available extensions within Dovetail Carrier is the Parent-Child Cases Extension, which allows for automating workflow processes involving parent and child cases. Quick Refresher on Parent and Child CasesWith parent and child cases, we can relate a group of similar problems with a root cause. The parent case identifies the root cause. A child case is a customer problem that arises due to the root cause and is linked to the parent case.For example, suppose someone knocks out a utility pole, which causes an internet outage for many customers.Each customer may call into the call center and report the outage. We can relate all of these cases to a parent case, which is where the repair is being tracked. Updates on the repair are tracked within the parent case. Only one case needs to be updated, thus removing duplicate…
July 25, 2016
Task Manager for ClarifyI decided to write this to help me get my head around the business end of our new Task Manager product for Clarify. Gary Sherman has put together several posts recently:Dovetail Task Manager IntroductionCreating Custom Tasks for Dovetail Task ManagerTask Manager Trick: Properties with Static Text & a Case PropertyEach of these posts does a great job explaining the technical merits of Dovetail Task Manager, but I felt like I needed to run through some more real-life scenarios to fully understand it. Hopefully, you will find some value here too.The Ease of Task ManagerIt turns out, it’s not really that hard to understand. If you have a business process with multiple activities that could be handled independently of one another, Task Manager makes it easy to set up and maintain. If you have several processes like this,…