Case Management Configuration

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The Case Management Configuration training is the first part of the Convercent Helpline/Case Management training curriculum. We’ve designed this video to optimize your training time and create a focus on the configuration items required for tracking your investigations in our case management tool.

Remember there are resources available to you on the Onboarding page Here. Specifically, you can use the Convercent Issue Types List and the User Permissions article.

The goal and action item for this step, is to complete the training and configuration for issue types and user permissions.