CM Customer Ideas Portal
A workflow can be added for Client Feedback allowing it to trigger a Notification in Client Manager. A Carer can add a visit log to indicate Frustrated Visit, Refused Entry etc but this Visit Log is only visible when delving in the Journal in Client Manager and does not trigger a notification to the office.
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Customer Challenge
The current ability to be able to log a Visit Log but it not triggering to anyone is pointless and Carers will still need to contact the office by phone each time they have visit log information to share. |
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Business Case
A current back up process is still required. |
Hello,
We understand the request, and we will open this idea up for voting to understand the priority.
Hi Tina,
We understand the ask, Client feedback was designed with workflow in mind as this will not necessary be created for each visit, whereas a visit log is expected to be created for each visit. Our initial concern would be the volume of work flow items created with the introduction of this change.
Is your expectation that only certain categories of visit log would create a work flow item?