Steer by QuickReach Helpdesk
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Getting Started on Quick Reach
The basics of using Quick Reach apps from submitting forms all the way to approving submissions
User Type: Admin
Understand the role of Admin user type as the primary account manager for your organization and its overall purpose on Steer.
User Type: User / Internal User
Understand the role of Internal User as a normal user and the scope of its involvement in your organization and on Steer.
User Type: Builder
Understand the role of Builder user type as the chief Solutions and Automation creator and its other capabilities on Steer.
Getting to know the Dashboard
A description of the dashboard across the three User Types on Steer. Learn how to navigate your own dashboard with this overview.
Submitting a Case
Submitting a case or form on Steer
Reviewing Cases Assigned for your Approval
How to approve, reject, or review a case on Steer before moving it to the next step.
Collaborating on Cases via Web
Allow all users involved in a process to communicate via the Remarks section of the submitted case.
Viewing the Task Board
Access the Task Board to view the status and location of cases in a particular Workflow.
Viewing the Workboard
How to view the list of cases assigned to you and take action to them via Workboard.