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IT Training - Cx Materials
Alert Request Process
6
Cx - Alert Request Case - 1 - Most Colleagues (NOT a VIP Alert)
Cx - Alert Request Case - 2 - Manager Approval (NOT a VIP Alert)
Cx - Alert Request Case - 3 - Admin Team (NOT a VIP Alert)
Cx - VIP Alert Request Case - 1 - Most Colleagues
Cx - VIP Alert Request Case - 2 - Managers Approval
See all 6 articles
Alert Review Process
4
Cx - Alert Review Case - 1 - Appropriate Officer (NOT a VIP Alert)
Cx - Alert Review Case - 2 - Admin Team (NOT a VIP Alert)
Cx - VIP Alert Review Case - 1 - Appropriate Colleague
Cx - VIP Alert Review Case - 2 - Admin Team
Anti Social Behaviour
10
Cx - ASB Case, Amber - 1 - Raise a Case, Manage Tasks, Change Priority Levels
Cx - ASB Case, Amber - 2 - Contacts, Communications, and Incident Catagories
Cx - ASB Case, Amber - 3 - Letters, Forms, and Evidence
Cx - ASB Case, Amber - 4 - Case Report, Legal Actions, and Costs
Cx - ASB Case, Amber - 5 - Lessons Learnt, Closing a Case, and Reporting
See all 10 articles
Asset Disposals
1
Cx - Asset Disposals Case
Building Insurance
1
Cx - Building Insurance Case
Complaints - Most Colleagues
5
Cx - Complaints - Action Tasks
Cx - Close any Feedback Case
Cx - Complaints - Getting Started
Cx - Complaints - Case Actions
Cx - Complaints - Raising a Complaint
Complaints - Service Improvement & Aftercare Team
1
Cx - Complaints - Service Improvement & Aftercare Team
Complete a Form Offline
1
Cx - Complete a Form Offline
Compliance: No Access
3
Cx - Gas : No Access - Action Tasks
Cx - Gas: No Access - Getting Started
Cx - Gas: No Access - Raising a Case
Compliments - Most Colleagues
4
Cx - Close any Feedback Case
Cx - Compliment - Getting Started
Cx - Compliment - Case Actions
Cx - Compliment - Raising a Case
Contact Details
1
Add & Edit Ethnicity, Support Needs, and Language Needs Data
Contractor Access Portal
1
Cx - Contractor Access Portal (CAP)
Decants - Create & End Agreements
1
Cx - Decants: Create & End an Agreement
Edit, Print & Send Letters
0
Estate Management
2
Cx - Estate Management Enquiry
Cx - Tree Enquiry
Exceptional Transfer (Gen Needs & Sheltered)
1
Cx - Exceptional Transfer Process
Extra Care & LD - Start & End Tenancy
1
Cx - Extra Care & LD: Start & End Tenancy
Feedback
4
Cx - Close any Feedback Case
Cx - Feedback - Case Actions
Cx - Feedback - Getting Started
Cx - Feedback - Raising a Case
Garage & Parking Spaces Process
1
Cx - Garage & Parking Spaces Process
General Needs & Sheltered Start/End Tenancy
1
Cx - General Needs & Sheltered Start/End Tenancy
Homebuy: Right to Buy/Right to Aquire
1
Cx - Homebuy: Right to Buy/Right to Aquire
Homeownership: Start & End Tenancy Agreement
2
Cx - Homeownership: Create Agreement
Cx - Homeownership: End a Tenancy
Income Recovery (Arrears)
1
Cx - Income Recovery (Arrears)
Lettings - Death of Customer Actions
3
Cx - Death of Customer - Lettings Actions
Cx - Use & Occupation: Create Agreement
Cx - Use & Occupation: End Agreement
Liabilities Insurance
1
Cx - Liabilities Insurance
License & ASTs - Start & End Tenancy
1
Cx - License & AST Start & End Tenancy
Market Rent: Start & End Tenancy
1
Cx - Market Rent: Start & End Tenancy
Missing Child Case
6
1 - Missing Child - Raising the Case
2 - Missing Child Case Tasks - First Contact Successful
3 - Missing Child Case Tasks - Child Contacted but does not Return
4 - Missing Child Case Tasks - Child Missing
5 - Missing Child Case Tasks - Child has Returned
See all 6 articles
Mutual Exchange
1
Cx - Mutual Exchange
No Access
1
No Access: Health & Safety
Non ASB Tenancy Breach
4
Cx - NATB - 1 - Raise a Case & Change Priority Level (Green)
Cx - NATB - 3 - Letters, Forms and Evidence (Green)
Cx - NATB - 4 - Case Reports, Legal Actions & Costs (Green)
Cx - NATB - 5 - Lessons Learnt, Closing a Case, and Reporting (Green)
Qualifying Repairs - Shared Ownership
1
Cx - Qualifying Repairs - Shared Ownership
Raise & Process Repairs
5
Cx - Raise and Process Repairs
Cx - Raise IMS Repairs - Block
Cx - Raise IMS Repairs - Individual Unit
Cx - Raise IMS Repairs - Scheme
Cx - SoRs & repairs Wizard
Rent Service Charge
2
Cx - Service Charge Calculations
Cx - Service Charges Configuration
Safeguarding - Most Colleagues
5
Cx - Creating a Safeguarding Case
Cx - Link to Other Cases
Cx - Manage Tasks (Where Incidents Involve Colleagues)
Cx - Manage Tasks
Cx - Raising a Safeguarding Concern
Safeguarding - Safeguarding Leads
1
Cx - Reviews - Serious and Domestic Homicide
Scaffolding
1
Cx - Scaffolding - Create, Action & Complete a Case
Section 20 Consultation
3
Cx - Section 20 Consultation - Long Term Agreement
Cx - Section 20 Consultation - Qualifying Works Under Long Term Agreement
Cx - Section 20 Consultation - Qualifying Works
Shared Ownership - Sub Letting
1
Cx - Shared Ownership: Sub Letting
Supported Housing - Long Term Service
9
Cx - Long Term Service - 1 - Updating Customer Contact Details
Cx - Long Term Service - 2 - Creating & Managing an Assessment Case
Cx - Long Term Service - 3 - Create & Manage a Support Plan Case
Cx - Long Term Service - 4 - Accessing Cases
Cx - Long Term Service - 5 - Reassigning Cases
See all 9 articles
Supported Housing - Short Term Service
10
Cx - Short Term Service - 1 - Putting a Support Applicant onto Cx
Cx - Short Term Service - 2 - Creating an Assessment Case
Cx - Short Term Service - 3 - Viewing & Customising the Task Grid
Cx - Short Term Service - 4 - Completing Assessment Case Tasks
Cx - Short Term Service - 4.1 - Applicant Not Eligible for Service
See all 10 articles
Tenancy Management - Admin Tasks
6
Cx - Death of Customer: Succession
Cx - Fixed Term Tenancy Review - Admin Tasks
Cx - Joint to Sole - Admin Tasks
Cx - New Tenancy Review - Admin Tasks
Cx - Pet Registration
See all 6 articles
Tenancy Management - Homeownership
1
Cx - Death of Customer: Homeownership
Tenancy Management Part 1
4
Cx - Boundary Enquiry Case
Cx - Hoarding Case
Cx - Pet Registration Case
Cx - You & Your Home Visit Case
Tenancy Management Part 2
5
Cx - Death of Customer Case
Cx - Joint to Sole Case
Cx- Non-Occupation/Fraud Case
Cx - Sole to Joint Case
Cx - Use & Occupation Assessment Case
Tenancy Management Part 3
4
Cx - Decant Case
Cx - Exceptional Transfer
Cx - Fixed Term Tenancy Review Case
Cx - New Tenancy Review Case (Gen Needs & Sheltered)
Tenancy Sustainment Process
1
Cx - Tenancy Sustainment Process
Tenancy Sustainment Referrals - Most Colleagues
2
Cx - Raise Assessment Referral
Cx - Tenancy Sustainment - Getting Started
Use & Storage - Create & End Agreement
2
Cx - Use & Storage: Create Agreement
Cx - Use & Storage: End Agreement