Dashboards gives users a visual and report views of the key pieces of information in their system.
Program Areas Supported:
Child and Family Services
Counselling
Investigation
Fraud Case Management
Complaints
Incidents
And More
What do you get?
Sohema’s case management modules extend and provide a broader set of out of the box capabilities for our customer’s case management needs. Extending the core capabilities of Dynamics 365 Customer Service Enterprise Avocette implements our Sohema flavour of case management to further enhance the capabilities and user experience and to allow organizations to implement an integrated case management strategy across program areas.
Integrated Case Management
Utilize security models to easily setup and consistently manage your cases. Security models include:
- Case Participation model that controls who can access a case by requiring the users to be assigned a case participation role
- Business Area model restricts access to a business area or team within a business area.
- Business Area locations model controls access for teams and their locations
- Restricted or confidential access can be set on any case enforcing a more restricted level of access similar to the “Case Participation” model, but with further restrictions