Case Assignment Master
Master data for linking case management system with tasks Last Updated: {YYYY-MM-DD}
Usage
- Extract information from case assignment notifications (email, system alerts)
- Reference this master's Case ID when recording tasks
Active Cases
| Customer Name | Case ID | Request ID | Solution Area | Assigned Date | Task Link |
|---|---|---|---|---|---|
| Example Corp | 12345 | REQ-001 | Area A | 2026-01-01 | Tasks |
Past Cases (Last 12 Months)
| Customer Name | Case ID | Request ID | Solution Area | Assigned Date | Notes |
|---|
Case URL Format
https://your-case-system.example.com/cases/view/{Case_ID}Example: https://your-case-system.example.com/cases/view/12345
Customer ID Mapping
| Case System Customer Name | Customer ID | Folder |
|---|---|---|
| Example Corporation | example | Customers/example/ |
Update Flow (MANDATORY)
⚠️ Important: Always update this master when new case is assigned. Unregistered cases will be missing from daily reports.
Triggers:
- Assignment notification email received
- New customer case started
- New case detected via workIQ
Update Steps:
- Add to "Active Cases" table
- Required: Customer Name, Case ID, Request ID, Solution Area, Assigned Date
- If customer ID mapping missing, add to "Customer ID Mapping" section
- If customer folder (
Customers/{id}/) doesn't exist, consider creating
Check Timing:
- Check last update date before daily report generation
- Show warning if no updates in past 7 days
Integration with Reports
When generating reports, cross-reference tasks with this master:
- Detect customer name in task
- Look up Case ID from this master
- Include in report:
Case: {Case_ID} | Request: {Request_ID}
Update History
- {YYYY-MM-DD}: Initial creation