Clarify

is a database used to document and store information on:

•         Internal and external activities concerning clients and worksite employees

•         Business interactions

•         Service History

•         Interdepartmental communications

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log notes are for internal use only

When creating an e-mail you can send a Due Date and Commitment Date.

Dispatch - Cases should be dispatched if other groups are needed in order to assist you with resolving the issue.

Yank - A case should be 'yanked' if you are completing an issue for an Associate who is on leave or if the case is for your Client.

Assign - Assigning a case is an action that should be used sparingly and in specific situations. For example, if you have been asked specifically to assign a case to a particular person who will be taking over the issue. Assigning a case to a specific person incorrectly could potentially cause problems if the person is out of the office or unavailable, the case could remain unresolved for a period of time.

___________ function will allow you to reassign a case from one of your WIPBins to another WIPBin.