HR support: consolidate CSA tickets under master case records

HR support agents miss links between CSA and master tickets, creating duplicate work and fragmented case histories. Linking CSA tickets to master cases gives agents consolidated context to resolve cases.

HR support: consolidate CSA tickets under master case records

Overview

Unlinked CSA tickets cause duplicated investigations and fragmented HR case histories that stall employee issue resolution. This workflow ties CSA tickets to their master case, giving HR support agents consolidated context, eliminating duplicate work and ensuring managers see unified timelines for faster case resolution.

Notable Features

  • Attach CSA tickets to master case
  • Notify agents when associations change
  • Keep unified case timelines visible

HR support: consolidate CSA tickets under master case records