Procedures

ROI procedure
Procedure of handling a Registration of interest in the CaseWeb System 1  A Registration of interest (ROI) can be made via either the purpose made ...
Wed, 8 Jun, 2022 at 11:44 AM
CaseWeb query procedure
1.   The Freshdesk dashboard should be regularly monitored in office hours (9 - 5) so that the urgent       response time of 4 hours is not breached. ...
Fri, 23 Apr, 2021 at 11:14 AM
Deletion of items and cases
Deletions Policy All deletions of documents and cases will be handled by the CaseWeb Team These deletions will be logged in Freshdesk which will be a ...
Wed, 2 Jun, 2021 at 1:02 PM
Procedure for dealing with CaseWeb query backlog
UNISON CaseWeb Select a backlog folder or item in CaseWeb@unison.co.uk folder  or personal outlook folder Forward the most recent email or email wi...
Sat, 24 Apr, 2021 at 1:08 PM
Query monitoring
In some cases we will need to keep notes on query types in order to enable analysis of them. 1. System Access Queries    For all thes...
Fri, 6 Aug, 2021 at 3:13 PM
Branch Training Procedure
1.    Expression of interest,          On receipt of an expression of interest in CaseWeb...
Fri, 6 Aug, 2021 at 12:54 PM
Canned Responses
Canned responses can be found in the relevant folder for the procedure in question     eg: Folder 'Register of Interest'   for canned responses ...
Fri, 3 Jan, 2025 at 9:58 AM
Deletions
Policy on deletion of cases  A decision will be made on the following basis: If the case is For the wrong member and cannot be amended  Saying incorr...
Fri, 11 Nov, 2022 at 4:07 PM
Merging tickets-Freshdesk
Merge Tickets   Open original ticket Click on Merge button (top row) Click on Contact box and choose “ID” from the drop-down list Enter the ticket num...
Thu, 4 Jan, 2024 at 11:30 AM
Levels of CaseWeb Access
  Case Worker-Accredited stewards can create cases but can only see the cases that have been allocated to them.  This includes any cases they create, unle...
Wed, 17 Jul, 2024 at 11:58 AM