View cases

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • OSP manager or agent, you must be able to view all application modules with the list of cases for customers, consumers, and products served by your organization.

    Vorbereitungen

    Role required: sn_csm_ocs.ext_manager or sn_csm_ocs.ext_agent

    Prozedur

    1. Navigate to All > Outsourced Customer Service > Cases.
      You must be able to see My Cases, All, Open, and Unassigned cases. Users who aren’t authorized or who don’t belong to this OSP won’t see any case.
      Hinweis:
      As an OSP manager you can view cases that are assigned to the groups you manage.
    2. Select All, open a case, and assign the case to yourself.
      The Assigned to field is pre-filled with your name.