Reminders & Task Management
Set reminders and manage to-do lists
The complaint resolution or incident investigation process can be a long one. i-Sight provides task management functionality to ensure that no milestones or tasks are forgotten.
Similar to the case diary, each task can be entered from within the case record. Users simply:
- describe the task
- assign a task owner
- select a due date
i-Sight will automatically record who added the task and when the task was added. Each new task is recorded within the case and placed in chronological order.
My Upcoming Tasks
i-Sight makes it easy for both staff and their managers to view outstanding or upcoming tasks. Each user has a listing of all their open tasks, across all of their cases. This listing can be sorted by the task due date to easily see what tasks need to be completed.
Reminder Email Notification
Tasks can also be set-up with reminders. i-Sight will automatically email the “task owner” on or before the due date. Every i-Sight email notice contains a hyperlink taking the user to the appropriate case file.
Overdue Email Notification
If a task is not completed by the due date, email alerts can be triggered to the “task owner” or managers.