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Comments left for canceled shifts currently don't appear in Call Center comments without extra steps.
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Idea Background
Quarterly PS comments required for files do not automatically include comments left through canceled/moved shifts. This affects CSM time management. |
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Idea Benefit
Streamlined PS cancelation comments appearing in Call Center would remove a layer of redundancy, saving time for CSMs. |
This idea relates to I-491 - Call Center - Add PDF Download Option.
Discussed in POC Workgroup Nov. meeting - development request would be to update the cancellation process to allow you to add visit comments and tag call center for PS/DCS/Both.
Current process requires clicking on the visit menu icon in Schedule Management, adding a Visit Comment, choosing the tag option for the Call Center so you can tag both the PS and DCS, then cancelling the visit.