Automated Workflow

This section covers tasks and rules that can be configured by the Workspace Administrator to occur automatically based on many different criteria.  The options include:

• Escalation—Configure automated Escalation and Business Rules.
• Service Level Management—Configure service level agreements.
• Auto Assign—Configure default assignment and auto assignment rules.
• Quick Issues—Manage Quick Issue Templates.
• Auto Run Reports—Schedule saved reports to be emailed automatically.
• Customer Survey—Create a customer satisfaction survey to be sent to customers when their Issues are closed.
• Submission Tracking—Track how Issues are submitted.
• Issue Workflow—Configure options for cross-workspace copying and  subtasks.
• Change Management—Configure the change management approval processes and phases.