Reminder cases for employees with a company credit card to upload their expenses every month.

Employees who have a company provided credit card for their expenses must report those expenses monthly. This is done by uploading receipts to a third party card management system in order for all purchases to be accounted for and paid. Reminders to complete this process can be CAST out on a regular basis to employees. Likewise, if an employee forgets to do this a secondary call for action will be assigned to them.

USER EXPERIENCE :

• CAST creates and assigns cases to all employees who hold a company credit card
• Cases asks that they upload all receipts from the past month's purchases into the card management system
• Employees consult Standards for instructions and procedure for uploading receipts into system
• Report is created showing the cases that have been completed and those who have not
• Manager identifies any changes that are necessary along with those employees who have not completed the task and creates additional reminder cases