Case Processing
Documentation on all case-related processing tools that Pilot LMS offers: line items, tasks, communication, file management, search, and batch tools.
By Mykyta1 author11 articles
- Basics of a Pilot LMS CaseA beginner's guide on case processing in Pilot LMS: case lifecycle, fields, available actions,
- Remakes and Case LinkingHow remakes are tracked, the reasons to link cases, automatic remake identification
- Line Item ManagementA guide on adding, updating, and deleting line items on a case
- Production TasksA guide on managing production tasks for a case
- Exception TasksA guide on managing exception tasks on cases: what they are, how to set them up, and how to use them.
- Case WarningsA guide on automated case warnings: what they are, how they work, and how to set them up.
- Case NotesWhat case notes are, how to create and manage them
- File ManagementHow Pilot LMS manages files from start to finish: how they get into Pilot LMS, storage integration sync, uploading/downloading, and routing to appropriate workstations.
- Combining ShipmentsIntelligent shipment combination recommendations
- Case SearchHow to search for cases and use Pilot LMS advanced filter views to create case workflows
- Bulk ToolsA guide on using tools for processing cases in bulk.