Manage and track tasks. Take control of your cases like never before.
The Team Progress Tracking feature addresses a frequent issue for managers: the difficulty of obtaining a full view of their team’s case management progress. This tool offers a detailed, real-time snapshot of your team’s assigned cases, including a list of tasks and their progress status.
This streamlined approach ensures that no case is left unmonitored, allowing for timely interventions when needed.
Professionals can assign tasks to the HR department as needed, and HR can do the same. Furthermore, to prevent tasks from being overlooked, reminders keep individuals aware of their duties. Additionally, notes can clarify expectations and requirements. Centralizing all information on one platform allows for effective collaboration and efficient task completion.
This centralization also aids new team members. They can quickly grasp a case’s progress, history, and related documents. As a result, new members are promptly brought up to speed with past developments.
A comprehensive case audit trail documents every event, including task details, initiation, and completion times. This traceability aids in problem-solving and identifies causes for delays. For instance, a late task might be due to late delivery of documents, or delayed responses from government agencies. The detailed history, along with internal and external notes, maintains an accurate record, ensuring accountability and facilitating efficient issue resolution.
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Gain a visual representation of your processes and team’s workload. Efficiently manage tasks, track progress, and proactively address potential delays. Visualize the process in a gantt chart to clearly see the progress of each member’s task. Reduce time spent on offline tracking.
Managers can effortlessly review, accept, or reject orders, all in one centralized location, saving valuable time. Access all order details instantly, eliminating the need to search through scattered documents.
Learn moreOur Customized Service Packages allow providers to tailor services, enhancing client satisfaction, building trust, and gaining a competitive edge. Create a detailed service catalog to boost visibility and credibility to potential clients.
Learn moreExperience full transparency in global finance, gain insights into case expenses, consolidating all financial details in one location. Easily track expenditures, including incurred date and costs, enabling effective financial management across service delivery aspects.
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