Use the Communications Log

Overview

The Communications Log allows you to create a new entry and track communications related to your assigned cases, which includes automated emails. Use the Communications Log to log all correspondence, communication, or any case notes associated with an applicant.

Communications Log tab in an applicant's case
Figure 1: Communications Log

Add an Entry to the Communications Log

  1. Navigate to the applicant's case, and either:
  • Select the Add New Comms Log Entry option from the Actions menu, OR
  • Select the Communications Log tab and Add New Comms Log Entry button at the top right.
OAM_ApplicantActionsMenu_9.19.25.png
Figure 2: Actions menu

  1. In the popup, select the appropriate Communications Category from the drop down.

    Create a Communications Log Entry pop up
    Figure 3: Create Communications Log entry popup
  2. Optional: Add an Entry Title to provide additional context.
  3. In the Description field, enter details about the engagement.
  4. Date and Time will pre-populate, but you can edit them if needed.
  5. From the Communication Method dropdown menu, select what method of communication was used, such as text, email, or call.
  6. Optional: If a document was provided during the communication, you can upload the file by adding it to the Upload a Document section. Be sure to select the document type from the dropdown menu and add any necessary comments regarding the document.

  7. Select Save New Entry. You will then be able to view and edit the entry from the Communications Log tab. If you provided a document in the entry, you will be able to view it in the Document Center.

     

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