Using Customer Service Management with Safe Workplace applications
Screen consumers and contacts for compliance with health and safety policies to determine whether they are permitted to enter a location.
To ensure that consumers and contacts can enter a location safely after emergencies and
pandemics, consumers or contacts fill out a Health Verification form and health screeners or
customer or consumer service agents perform a health screening.
Note:
Typically, you receive an
email or a mobile notification with a link to the health verification form. Alternatively, you
can search for the health verification form on the Consumer or Customer Service
Portal.
Roles required
Users with the roles listed in the following table can use Customer Service Management with Safe Workplace applications.
| Role | Task |
|---|---|
| sn_customerservice.consumer or sn_customerservice_customer | Access and complete the Health Verification form on the Consumer or Customer Service
Portals. Note: For more information on filling out the form, see Verify your health status and
compliance. |
| sn_imt_monitoring.monitoring _user | Screen external users entering a location to ensure compliance with entry
requirements. Note: Health screeners cannot view additional Customer Service Management
information on the screening form. For more information on screening, see Conduct a health screen for entry. |
| sn_customerserviceagent with the sn_imt_monitoring.monitoring_user role | Screen contacts entering a location to ensure compliance with entry requirements.
The Accounts field for contacts is displayed by default on the screening form. Other fields that have been configured for contacts are also visible. |
| sn_customerservice.consumer_agent with the sn_imt_monitoring.monitoring_user role | Screen consumers entering a location to ensure compliance with entry requirements.
The Suffix field for consumers is displayed by default on the screening form. Other fields that have been configured for consumers are also visible. |