Table of Contents
Introduction
The Hi Marley web app offers a Bulk actions for ease of managing cases at one shot.
Bulk Case Close
As the name indicates, bulk case close feature enables the operators to close select and close several cases in one single action without having to individually close cases one by one.
To use this feature follow the steps below
- Select the Cases button on the left navigation pane to open the Cases tab.
- Once you are on the cases tab, search / filter the case you want to close.
- Select all the cases that have to be closed.
- Click on the caret near the Bulk actions menu and select "Close Selected Cases"
- Click "Close All Cases" button on the pop up.
Bulk Case Reassignment
Bulk case reassignment enables operators or supervisors to reassign several cases at once without having to individually reassign cases one by one.
To use this feature follow the steps below
- Select the Cases button on the left navigation pane
- Once you are on the cases tab, search / filter the case you want to reassign.
- Select all the cases that have to be reassigned.
- Click on the caret near the Bulk actions menu and select "Reassign Selected Cases"
- Search for the operator to assign cases to and click on "Reassign All cases button"