CUSTOMER SUPPORT CASE MANAGEMENT PROCESS Created by ChecklistGuro (https://checklistguro.com) [ ] Create Support Case: Create a new entry in the 'Support Cases' data model when a customer submits a request via web form or email. [ ] Update Case Priority: Update the priority field of the Support Case entry based on the severity defined in the initial submission. [ ] Fetch Customer Profile: Retrieve existing customer data from the 'Customers' data model using the email address provided in the new case. [ ] Calculate SLA Deadline: Calculate the required response time by adding a fixed number of hours to the 'Created Date' based on the Case Priority. [ ] Assign Agent to Case: Create a task for the Support Tier 1 Agent to review the new incoming case. [ ] Check Knowledge Base: Retrieve relevant articles from the 'Knowledge Base' data model that match the keywords in the case description. [ ] Internal Investigation Task: Create a sub-task for technical engineers if the case is flagged as a 'Bug'. [ ] Send Acknowledgment Email: Send an automated email to the customer confirming that their case has been received and providing a Case ID. [ ] Log Interaction: Update the 'Support Case' entry to include a timestamped log of the initial triage. [ ] Calculate Average Resolution Time: Aggregate all 'Closed' cases from the last 30 days to calculate the average time taken to resolve issues. [ ] Update Case Status to 'Resolved': Update the status of the Support Case entry once all checklist items in the resolution task are completed. [ ] Notify Customer of Resolution: Send an email to the customer notifying them that their case has been marked as resolved. [ ] Create Feedback Survey: Create a new entry in the 'CSAT Surveys' data model linked to the completed Support Case. [ ] Weekly Support Volume Report: Generate a report summarizing the number of new, open, and closed cases for the weekly management review. [ ] Cleanup Transient Logs: Delete temporary debug logs or transient entries associated with the support case once the case is closed and archived. --- END OF TEMPLATE --- Transform this text into a digital, automated, and trackable mobile app! Visit: https://checklistguro.com/workflow-templates/case-management/customer-support-case-management-process (Click "Install Template" to launch your digital inspection tool immediately)