Internal Case Management
Title Generator
Case Note
Risk Note
SOAP Note
Title Generator
Next contact date
Service level
PCY
Next action
ICM linked (optional)
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Case Note
Issue description
ICM needed
Next contact (example)
Troubleshooting done
Communication / Timeline
Next action
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Risk Note
Tap
Y
/ N for each risk.
Y
flags the row.
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SOAP Note
S – Subjective / Issue Description
O – Objective / Environment
Subscription ID
Affected Resource ID
Timeframe of observation
Pick a date, then a time
Is FQR sent
--select--
Y
N
N/A
Possible FDR
--select--
Y
N
N/A
If FDR not met / explanation
Has ASC been viewed/used
--select--
Y
N
N/A
Any insights generated in ASC
--select--
Y
N
N/A
ASC insights (if any)
A – Analysis
Analysis / Findings
P – Plan
Outline action plan
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