Madyson Kmiec
- Total activity 45
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 7
Articles
Recent activity by Madyson Kmiec-
Custom Workflows
Custom workflows give you the flexibility to design step-by-step workflows tailored to your organization’s processes. Powered by Contextual AI, custom workflows save time, drive consistency, and en...
-
Default Workflow
Whether it’s an investigation or documentation, teams benefit from following a consistent case management process. The default workflow is available to ensure important steps like assigning an admi...
-
Using Vera in Workflows
Vera provides contextual support directly within workflows, helping you complete steps faster and more accurately.Access VeraHover over a workflow stepClick the Vera “Workflow Help” icon Vera has t...
-
Floating Comments on Cases
Floating comments enable contextual collaboration directly within workflows and cases. How to add a comment.Click the comment iconClick anywhere in the case or workflow stepEnter your comment and s...
-
Performance Improvement Workflow
The Performance Improvement workflow helps teams manage performance issues with structured steps and consistent documentation.Steps in the workflowSelect ManagerAssign the manager responsiblePerfor...
-
Investigation Workflow
The Investigation workflow helps you manage investigations step-by-step, from assigning an investigator to documenting findings and outcomes.Steps in the workflowSelect InvestigatorAssign the inves...
-
Configure Workflows
Access Workflow settings Go to Settings Select Workflows Here you can: Deactivate or activate a workflow Edit a workflow Change workflow settings Changes to workflows will be made system-wide an...
-
Using Workflows on a Case
Workflows help you manage a case step-by-step directly within the case page.How it worksOpen a caseLocate the Workflows section in the top-left cornerClick into the current stepTake necessary actio...
-
Workflows: Overview
Workflows guide you through managing a case step-by-step, helping ensure consistency, documentation, and accountability across your team.Types of WorkflowsDefault workflow – A simple workflow appli...
-
New Case Experience: Overview
The new case experience introduces a redesigned layout, workflows, and improved collaboration tools to help teams manage cases more efficiently.What’s newRedesigned case layoutA cleaner interface w...