Adding Comments

Open the case that you need to add a comment for and click on the Comments tab.

Click on the New Comment button.

In the Comment card add the following information:

• Text - In the Text field, add the comment related to the case.

• Assigned to - To be updated

• Category - Comments can be assigned a Category (e.g. Decision, Resolution, Approval). These categories are cusotmizable per organization and need to be setup by Shift iQ Support, please email [email protected] to add categories if needed.

  • A Subcategory can be added for a Category to provide further information regarding the comment (e.g. If Category = Decision a Subcategory can be added to provide the Decision made):

    • Category = Decision

    • Subcategory = Membership Cancelled

• Flag - Color flogs can be assinged to a comment. Within your organization you can assign a value for each flag color (e.g. Red = Important, Yellow = Requires Attention, Green = Approved)

• Tag - To be updated

Click the Save button.