This article explains the feature overview of the Trustline Settings Functionality Access: Admin/Managers
Welcome to the Trustline on the Admin section of our platform. This documentation will guide you through the various features and settings available to administrators for managing cases efficiently. This documentation covers the fundamental aspects of the Trustline Admin section. For detailed instructions on each feature and additional support, please refer to the respective sections within the Trustline Admin interface.
Prerequisites
To access the Trustline Admin section, you must have administrator credentials and appropriate access privileges.
Accessing the Feature
Follow these steps to access the Trustline Admin section:
- Log in to your administrator account.
- Navigate to the "Admin" section in the main menu.
Now, you have access to various administrative functions, including:
Manage Cases
The "Manage Cases" feature is where you can oversee ongoing cases and take necessary actions. Here's how it works:
- Case List: View a list of all active cases, including details such as case ID, status, representatives assigned to the particular case, and creation date.
- Filter and Search: Use filters and search options to quickly locate specific cases based on criteria like case type, status, or date.
- Create New Cases: Initiate new cases by providing relevant information, selecting templates, and assigning team members.
- Update Case Details: Edit case details, update status, add comments, and track case progress in real-time.
- Case management: Assign cases to specific team members and monitor the case progression to ensure efficient case management.
Archived Cases
The "Archived Cases" section stores historical case records for reference and compliance purposes. Here's how to access and utilize archived cases:
- View Archived Cases: Access a list of previously archived cases, including case details and archiving dates.
- Retrieve Archived Cases: Retrieve specific archived cases when required for audits, reviews, or reevaluation.
- Search and Filter: Use search and filter options to find archived cases based on relevant criteria.
- Restore Cases: Restore archived cases to the active case list if further action is needed.
We hope this guide assists you in effectively managing cases and settings within Trustline.
Should you have any questions or encounter any issues, please do not hesitate to contact our Plumm Customer support team via email at hello@plummhealth.com for assistance