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Manage the ASD Dashboard

Set up your dashboard to help manage cases that are initiated by ASD.

Setup Your Dashboard:

Once your ASD Integration is turned on, you'll need to add a Pending Cases tab on your ASD Dashboard.

Select My Dashboard and select the Add Dashboard Tab icon.

 

Name the Dashboard ASD Pending.

 

Next, select Add/Remove Widgets.

Select Pending Cases.

 

Next, go to Auto-Refresh and turn it On.

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, select the Review button.

 

In the Review box, you'll be able to Create a case, Merge the case, or Delete the case.

 

If you choose to Create or Delete the case, select continue and no further action is required.

When you select to Merge, you'll have a few additional steps.

First, you'll select the case to merge information with from the drop-down > Continue.

 

Review the information that does not match, select the information that you'd like to keep, and Continue.

 

You'll be notified that the Pending case was successfully updated and can choose to either Open the Case or Close.

 

Repeat the same process for any remaining cases!

 

Need Help? Email us at support@passare.com or call 1-800-692-5111!

If you need assistance with MyASD or the ASD mobile app, contact ASD at 1-800-868-9950.