Want to review or print the steps to conduct a process? These Quick Reference Guides provide detailed step-by-step instructions and/or techniques to support the use of IQ features. Need more information? Visit our comprehensive IQ Help Library that is accessible within your IQ Tool.
Services - The list is displayed in the order of activities to process a service.
- Set and Access Preferred Service Templates
- Add a Service Module in the IQ Menu
- Create and Process Casework Record
- Create a Service Record
- Release a Service Record
- Acquire a Service Record
- Assign or Reassign a Service Record
- Monitor Service Alerts
- Attach a Contact Record to a Service Record
- Use a Form Letter or Customized Response in a Service Record
- Close a Service Record
- ReOpen or Change Status of a Closed Service Record
- Use a Digital Privacy Release Form