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Collect Information on Case Closure by Permitted Analysts - Workflow Template
Collect Information on Case Closure by Permitted Analysts - Workflow Template

Collect information when a Torq Case is changed to a CLOSED status and verifies that the analyst is permitted to close cases.

Updated over 6 months ago

This workflow template facilitates secure and efficient case closure within Torq's Case Management system. When an analyst marks a case as 'Closed,' a form is prompted to collect closure details, ensuring accurate data capture. The template checks if the analyst is authorized to close the case, by cross-referencing their identity with a specified list of permitted users. If validated, the case closure is executed, and all relevant information is recorded, streamlining the case management process.

Use Cases

Case Management

Workflow Breakdown

  1. Triggers when an analyst changes a case to Closed and a form is presented to collect data.

  2. Read the case metadata to get the current status of the case

  3. Verifies that the closing analyst is part of the permitted list of users

  4. If analyst is permitted, close the case and record the closing details.

Vendors

Utils, Torq Cases

Workflow Output

Case closure and closing information if analyst is permitted.

Tips

For this Workflow to be triggered, a case must have a workflow interaction assignment, it can be set using the step \"Assign Interaction workflow to state change\

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