The Correspondence tracking area provides an overview of progress and information that has been sent and received with respect to the process being undertaken for that case.
To add Correspondence to a Case
- Go to the following area:
- Latest (left-hand) menu: Case Management > Cases
- Pre 2025 menu: Choose Personal Data > Case Management
- Click on the case that correspondence is to be added to
-
Click Add
- Enter the Date of the communication and select the Type from the drop down list
| Note: For more detail on Correspondence Types see the related help guide |
- A text editor will be displayed enabling you to record and format any comments in relation to the communication
- The Select Files button will enable you to upload a supporting file
| Note: The ability to upload a file is only available if this has been configured in the Correspondence Types. If an error is generated on upload it is likely that the document path has not been configured. Please contact the Ciphr Customer Care. |
- Click Save
- The Correspondence screen will display the communication and this will continue to build with every correspondence that is recorded
- The padlock icon enables you to tick the relevant box and lock the correspondence visibility for the Employee and/or Manager
- The History tab will continue to be updated with all actions taken on the case
| Note: As progress is made on a case it may be necessary to change the case Status to reflect how far through the process the case is. For more details on Case Status see the linked guide. |
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