In response to the evolving needs of our users, we are excited to announce a new feature in MCaaS CORE - the ability to add Remarks to requests.
By integrating remarks into our platform, we empower both users and the MCaaS team to provide context, explanations, or additional information related to requests. This integration fosters enhanced collaboration between MCaaS and our customers, facilitating smoother communication and greater transparency throughout the screening process.
Remarks, Documents and Request Statuses
One of the primary objectives of this feature is to enhance the handling of requests via the "Requests" page in MCaaS CORE.
Users can add remarks to their requests in statuses of 'Pending', 'In Progress', 'Document Review' and 'Reviewed', with the exception of 'Completed*' and 'Withdrawn'.
Furthermore, by adding remarks to 'Inconclusive' requests, MCaaS provides its users with valuable insights into the decision-making process, clarifying the rationale behind the 'Inconclusive' status and facilitating smoother resolution. In turn, users can offer feedback and upload supporting documentation to facilitate request completion.
In addition to 'Inconclusive', certain statuses also facilitate document upload functionalities, enhancing reporting and collaboration among users within their Workspace (see the workflow above).
This flexibility ensures that users within the same MCaaS CORE Workspace can communicate effectively across various stages of request processing. Whether it's providing updates, sharing important information, or helping MCaaS clarify request details, remarks serve as a valuable tool for enhancing collaboration and transparency.
How to view or add a Remark?
To access Remarks in MCaaS CORE, log into the platform and navigate to the "Requests' page. You can find Remarks (2) by clicking on the ellipsis (1) located on the right side of each request.
Simply add or view remarks by following below examples:
Example 1: View remarks - example of an "Inconclusive" request
MCaaS will utilize remarks to notify customers when a request has been classified as Inconclusive due to missing criteria needed for accurate entity identification and screening. Customers will receive an explanation for the Inconclusive status and a call to action. They can respond to the remarks and upload supporting documentation using the options available within the ellipsis.
Example 2: Add new remarks
All customers can proactively add remarks to their requests using the Requests page. Forgot to provide contact details for your EDD+ requests? No problem, simply leave us a remark. Need to update your colleagues on progress with a particular entity? Again, you can add a remark easily.
Remarks can be added to any request except those that have been Withdrawn or Completed*.
In summary, the introduction of remarks in MCaaS CORE represents a significant step forward in enhancing communication, collaboration, and insights. By leveraging this feature, users can streamline their workflows, improve decision-making processes, and ultimately, drive greater efficiency and effectiveness in their operations. We are excited to see how this feature empowers our users and transforms their experience within MCaaS CORE.
We encourage all users to click on the embedded articles to explore and utilize the remark feature to its fullest potential.
As always, if you have any questions or require assistance, please do not hesitate to reach out to our support team.
*To learn about Remarks for "Completed" requests, click here.