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{"id":3354,"date":"2022-03-29T17:44:55","date_gmt":"2022-03-29T17:44:55","guid":{"rendered":"https:\/\/sovratec.com\/?page_id=3354"},"modified":"2022-07-09T16:01:14","modified_gmt":"2022-07-09T16:01:14","slug":"case-management","status":"publish","type":"page","link":"https:\/\/sovratec.com\/?page_id=3354","title":{"rendered":"Case Management"},"content":{"rendered":"<p>[vc_row][vc_column]<h1 class=\"sc_title sc_title_regular\">Case Manager<\/h1>[\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<h3><strong>User Guide <\/strong><\/h3>\n<p><strong>Overview<\/strong><\/p>\n<p>Once activated, the plugin seamlessly adds a customer work request management area in all frontend order details pages (My Account page -&gt; Case Management). In this special area, the user can submit new case request, read the admin replies for the already submitted cases and submit new messages. Optionally the user can also attach one or more files. Once a case is submitted, the customer and the admin can optionally receive a notification email (notification system and attachment by default are enabled).<\/p>\n<p>The case management system can also be completely disabled or it can be disabled only for the desired user group. Just go to the plugin Options menu and configure its display settings according to your needs!<\/p>\n<p><strong>CASE MANGER<\/strong><br \/>\nIs automatically displayed in the My account page in its own tab called Personal Ticket Ara (text can be customized via texts menu) and can optionally be displayed in any frontend page by using the special <!-- This file should primarily consist of HTML with a little bit of PHP. -->\r\n<p> Access is required to view Case Manager, please log in.<\/p>\r\n<span> Redirecting...<\/span>\r\n\t<script>location.href = 'https:\/\/sovratec.com\/wp-login.php';<\/script>\r\n<div class=\"scm-case-container\">\r\n\r\n<div class=\"scm-plugin-heading\">\r\n<h2 class=\"scm-page-title-heading\">Case Manager<\/h2>\r\n<a href=\"https:\/\/sovratec.com\/?action=new\" class=\"scm_action_btn button primary\">New Case<\/a>\r\n<\/div>\r\n<table id=\"caseTable\" summary=\"Case descriptions table\" class=\"hover\" style=\"width:100%\">\r\n\t<thead>\r\n\t\t<th scope=\"col\">ID<\/th>\r\n\t\t<th scope=\"col\">Type<\/th>\r\n\t\t<th scope=\"col\">Name<\/th>\r\n\t\t<th scope=\"col\">Email<\/th>       \r\n\t\t<th scope=\"col\">Status<\/th>\r\n\t\t<th scope=\"col\">Created<\/th>\r\n\t\t<th scope=\"col\">Description<\/th>\r\n\t\t<th scope=\"col\">Action<\/th>\t\t     \r\n\t<\/thead>\r\n\t<tbody>\r\n\t\t<tr>\r\n\t\t\t<td>1 <\/td>\r\n\t\t\t<td>abc <\/td>\r\n\t\t\t<td>John Doe <\/td>\r\n\t\t\t<td>john@example.com <\/td>\r\n\t\t\t<td>Processing <\/td>\r\n\t\t\t<td>Sep 13, 2026 <\/td>\r\n\t\t\t<td>Test <\/td>\r\n\t\t\t<td><a href=\"?action=view&#038;id=1\" class=\"button primary\" style=\"border-radius:99px;\">\r\n\t\t\t<span>View<\/span>\r\n\t\t  <\/a><\/td>\r\n\t\t<\/tr>\r\n\t\t\t\t<tr>\r\n\t\t\t<td>2 <\/td>\r\n\t\t\t<td>abc <\/td>\r\n\t\t\t<td>Jane Smith <\/td>\r\n\t\t\t<td>jane@example.com <\/td>\r\n\t\t\t<td>Processing <\/td>\r\n\t\t\t<td>Sep 13, 2026 <\/td>\r\n\t\t\t<td>Security assessment case <\/td>\r\n\t\t\t<td><a href=\"?action=view&#038;id=2\" class=\"button primary\" style=\"border-radius:99px;\">\r\n\t\t\t<span>View<\/span>\r\n\t\t  <\/a><\/td>\r\n\t\t<\/tr>\r\n\t\t\t<\/tbody>\r\n<\/table>\r\n<\/div>\r\n shortcode. Once a case is submitted, the customer and the admin can optionally receive a notification email (notification system by default is disabled. It can be enabled via the Options menu).<\/p>\n<p><strong>NOTE:<\/strong> to customize email message, go to Case Manager menu in WordPress Admin. Select Email to configure.<\/p>\n<p><strong>FILE ATTACHMENT<\/strong><br \/>\nUp to 5 files can be attached to each case.\u00c2\u00a0 Additional files can be added in commen area. You can set file size limit and configure which files types are accepted. Supported files types include (DOC, PDF, XLS, JPEG, PNG, ZIP)<\/p>\n<p><strong>USE CASE:\u00c2\u00a0<\/strong><br \/>\nThe case management system can be used also as any customer request and approval system. The intent is to provide flexibility for practical business implementation across industry.<\/p>\n<p><strong>Sample Use Cases:<\/strong><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Grievance Intake and Resolution Management<\/li>\n<li>Client Request Management<\/li>\n<li>Enrollment workflow<\/li>\n<li>Legal Case Management<\/li>\n<li>Worker Task Management<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;3405&#8243; img_size=&#8221;large&#8221; title=&#8221;Manage Customer Request By Status&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;3407&#8243; img_size=&#8221;large&#8221; title=&#8221;Customize Email Messages&#8221;][\/vc_column][\/vc_row]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text] User Guide Overview Once activated, the plugin seamlessly adds a customer work request management area in all frontend order details pages (My Account page -&gt; Case Management). In this special area, the user can submit new case request, read the admin replies for the already submitted cases and submit new messages. Optionally the user [&hellip;]<\/p>\n","protected":false},"author":990005,"featured_media":0,"parent":3317,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"spay_email":"","footnotes":""},"class_list":["post-3354","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Case Management - Sovratec<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/sovratec.com\/?page_id=3354\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Case Management - Sovratec\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text] User Guide Overview Once activated, the plugin seamlessly adds a customer work request management area in all frontend order details pages (My Account page -&gt; Case Management). 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