Case Management creates a case automatically when a rule is set in a hierarchy supported ForeSee CX Measure to identify a specific survey response, such as an overall Satisfaction score of less than five.
The process:
A respondent takes a survey for a hierarchy supported ForeSee® CX Measure.
Based on the respondent’s answers to certain questions, a rule may be triggered, such as Satisfaction less than five for the overall Satisfaction question.
A Contact Us Thank You Page displays once the respondent has submitted the survey.
The respondent fills out their contact information and submits the form.
A case is then automatically created with the contact information and other data that may provide additional insight.
An alert notification is sent to the assigned caseworker notifying them of the open case that needs their attention.
An alert notification is also sent to the respondent letting them know a case has been created on their behalf and someone will be contacting them shortly.
