How to Search and Acquire a New Flag Request from a Web Form:

  1. In the Services Big Menu, select All Open by Type in the Find Services column section.
  2. Select the Flag (Pay.Gov Web Form/Flag Service Template.
  3. Scroll down to the Request Details section and click on the Shipping Information or Transaction Data Tabs to view the information of the incoming request.
  4. In the Status field, click on Acquire.

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How to Edit and Add Detailed Information to the Flag Service:

  1. In the Details section, click the Edit button.
  2. Enter an Alert Date to be notified about a case. Alert Dates can be searched, filtered and sorted.
  3. Select the appropriate Tour Code(s) (e.g. Flag.Comp, Flag.School, Flag.EagleScout) Codes are used for reporting and analytics.
  4. Enter any other pertinent information into the Tour Information Tabs.
  5. Select the Save button at the bottom of the window.

 

How to Attach a File:

  1. Click the Paperclip icon in the Attachments field.
  2. Drag and drop your file into the window or click on the “Drag and drop files here, or click for the option to browse for file”.
  3. Click the File Name search icon to browse for documents to attach to the service. Select all file to be attached, and click the Open button. (The selected files will appear in the Attachments field on the General Tab).
  4. Type any comments about the file(s) in the Note field, click Attach. (In the Activity section, the attachment and a note with the detailed information of the attachment - date/time/user information).

 

How to Attach another Contact:

  1. In the Other Contacts field, click the Plus icon, to add your person to the Service.
  2. Type your contacts Name, select the person’s Name. Click the Attach button. OR
  3. If you need to add a new contact, click on Add Contact link. Enter in all of the contacts information (e.g. Prefix, Address, Phone Number and/or Email Address) and if adding a new Agency Contact, select the Business and Agency at the top of the window to associate the appropriate information. Click the Attach & Exit button.

 

How to Add a Note:

1. In the Activity section, start typing your notes, click the Post button to save your update. (Note there is 4,000 character limit and there is counter indicating your progress.

 

How to Send a Form Letter to the Primary or Other Contacts:

  1. From the Detailed page, click the Envelope icon next to the Primary/Other Contacts.
  2. In the Message page, set the fields, such as Out Method, Issues, Assigned To, Out Method, Address, and Salutation, as needed.
  3. In the Form Letter field, type the “Form Letter Name” or search for the desired Form Letter. The salutation and body of the letter will be displayed in the Form Letter area of the Attachments and Response Text section.
  4. Enter values for any Fill-In fields that appear for the letter.
  5. Click in the Status field and select Approved (if needed).
  6. Click the Send button if the outgoing method is email or the select the Print button/Print Final if the method is US Mail. This action changes the status of the Mail record to Completed.
  7. Click Service breadcrumb at the top of the window to return back to the Case Service record.

 

How to Send a Customized Response to the Primary or Other Contacts:

  1. From the Detailed page, click the Envelope icon next to the Primary/Other Contacts.
  2. In the Message page, set the fields, such as Out Method, Issues, Assigned To, Out Method, Address, and Salutation, as needed.
  3. Click the Customized button.
  4. Enter the desired text in the window, click on the Save button.
  5. Click in the Status field and select Approved.
  6. Click the Send button if the outgoing method is email or the select the Print button/Print Final if the method is US Mail. This action changes the status of the Mail record to Completed.
  7. Click Service breadcrumb at the top of the window to return back to the Case Service record.

How to Complete a Step:

  1. On the Casework Service General Tab, click the Pencil icon beside Open Status field.
  2. Select the Completed Step action, click the Save button.
  3. Select the appropriate Closed Status (e.g.Closed, Closed Favorably, etc.).