Manage active casework Manage active casework

Manage active casework

Account Permissions: Company users (Company Administrators, Division Administrators, and Case Managers)

The Active Cases tile provides company users with a list of all current cases, statuses, and any required actions. Select the Active Cases tile on the Envoy home page to begin. This tile helps companies stay organized while managing ongoing casework in the Envoy Global platform. 

Active cases with pending action items will appear at the top with the action item highlighted in red. All other active cases with no pending action items will appears next. You can use the options - Card View or List View - depending on your preference for reviewing the cases. 

Select an employee name to go to the employee’s profile page or click on the action item to go directly to the action needed.

Read this article on how to build a report of all active cases.

Need additional support? 

For corporate users, contact your Account Management team. For sponsored employees, start a live chat with the Envoy Global Customer Experience team from your Envoy Global account. 

 

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