Congrats!
You’ve now learned the fundamentals of Service Center.
You should now have an understanding of how to create and manage cases, track your work with Case Notes, update a case status, and use powerful integrations.
Learn More About Service Center
To continue your learning, explore these resources:
- Using Service Center
- OmniConnect for Service Center
- Microsoft Teams for Service Center
- Microsoft OneNote for Service Center
Flight Simulator
Ready to try it yourself? Your challenge is detailed below. Follow along in the step-by-step interactive guide. You can then try it in your sandbox environment.
Challenge - Create a Case
Let’s create a case for an Account’s inbound issue.
Things you’ll need to know:
-
The Account is Clinton Ackerman
-
A nurse is sending and overseeing the issue on behalf of the HCP
-
Your organization’s standards consider this event as a High severity and Incident case type
Solution
-
Select and expand +Create and select Case.
-
Enter the initial case note.
-
Select the Associate Contact Type.
-
Select the Clinton Ackerman Account.
-
Select Continue to Case Details.
-
Select High Severity.
-
Select the Incident Case Type.
-
Select Create Case.