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Within CleanLink Site Manager, Cases enable you to record and respond to queries or complaints from your clients, giving each a clear history of action taken and communications. Cases may be raised either by yourself in Site Manager (for example if received over the telephone), by a member of staff through the mobile app or by the client themselves in the CleanLink Portal. Cases can be assigned to individual staff and may be exported to a mobile for further action.

 

Once resolved a case should be closed. All unresolved cases will appear on the Warnings screen as shown below.

 

 

Click on the boxes below to go to the corresponding subject area.