1. Press the green "Create Case" button in the top right corner.
2. Select the relevant case type in the form.
3. Fill in the necessary information in the form that appears. The fields marked with a star must be filled in.
5. Click "Save".
6. The Case manager in your organization takes care of the rest.
Step 1: Begin by opening the case where you want to upload pictures. Click on 'Add picture with phone.'
Step 2: You will now see the QR code. Take out your phone/tablet and hold your camera over the code. A link will appear.
Step 3: Click on the link that appears on your screen.
Step 4: You will have the opportunity to add a receipt and/or a picture of the damage. Then, click on 'Upload files.' You will then have the option to choose a picture from your library or take a new picture.
Step 5: After you have selected the picture(s) you want, click 'upload.' Once the pictures are uploaded, they will be added to your case.
If the customer has not brought a receipt, and you can't find it in the customer register, the customer can send proof of purchase to the store's email. You can then attach a comment to the case that the customer will send proof of purchase by email.
In the receipt number field, you can e.g. write a fictitious receipt number, e.g. "000" or "the customer sends proof of purchase by email".
The customer has received an email stating that the case has been approved or not approved.
The customer has received an email about an approved case
1. The customer approaches the checkout in the store with the case-ID he/she has received by email.
Search for the number in the search field at the top of your Easly-user. Click on the relevant case.
2. If the claims manager has written down the outcome of the case, you will find it in the field "Own notes" or "Comment".
If your store wishes to register the customer's outcome: register the case's outcome under "Customer's outcome" at the bottom of the form (e.g. "new product").
3. On your register, this step varies from store to store: Enter the customer's purchase receipt number at the cashier and print out the customer's receipt. Start a new sale at the checkout and scan the receipt. Scan in a new garment/choose a voucher/choose money back and settle with the customer (in the usual way at the cashier).
Email of non-approved case:
1. The customerapproachesthe checkout in the store with the case-ID he/she has received by email. Search for case number in the search field. Click on the relevant case.
2. See the outcome of the case in the "Own notes"/"Comment" field.
If your store wishes to register the customer's outcome: register the case's outcome under "Customer's outcome" at the bottom of the form (e.g. "old product collected").
If you can't find your case when you search for the case ID, the case may have ended up in "Archive". Archive can be found in the menu on the left.
If it takes a while before the customer comes into the store to close the case, it may have ended up in the Archive marked as "customer has not collected product".
