Set up your dashboard to help manage cases that are initiated by ASD.
Set up your Dashboard
Once your ASD Integration is turned on, add a Pending Cases tab on your ASD Dashboard.
From My Dashboard, click the Add Dashboard Tab 
icon.
Name the Dashboard ASD Pending.
Next, click Add/Remove Widgets.
Check the Pending Cases checkbox.
Next, go to Auto-Refresh and turn it On.
Click Save.
When ASD answers the First Call and initiates a case, the first call information is automatically pulled from ASD and added to the Pending Cases tab on the Case Listing page.
From the Pending Cases tab, click the Review button.
From the Review box, you'll be able to Create, Merge, or Delete the case.
When choosing to Create or Delete the case, select Continue. No further action is required.
When choosing to Merge the case, you'll have a few additional steps:
First, you'll select the case to merge information with from the drop-down.
Then, click Continue.
Review the information that does not match and select what you'd like to keep.
Click Continue.
You'll be notified that the Pending case was successfully updated.
From here, you can either Open Case or Close.
Repeat the same process for any remaining cases!
For help with MyASD or the ASD mobile app, contact ASD at (800) 868-9950.
Need more information?
Need help? Email us at support@passare.com or call (800) 692-5111!