Steer by QuickReach Helpdesk
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Getting Started on Steer
The basics of using Steer apps from submitting forms all the way to approving submissions
User Type: Admin
Understand the role of Admin as the primary account manager for your organization and its overall purpose on Steer.
User Type: Builder
Understand the role of Builders as the chief Solutions and Automation processes creator and its other capabilities on Steer.
User Type: User / Internal User
Understand the role Users / Internal Users as a normal user and the scope of its involvement in your organization and 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 guide.
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
You can always reach out to the assigned approver of your case, if you want to include an important note. Likewise, the approver can also leave a note to the requestor, or to other assigned approver of the case. Any discussion made in the form will be visible to all users assigned in this process. To get started on how you want to collaborate in a case, follow the steps below: If you're an Admin or a Builder, mak
Viewing the Task Board
The Task Board shows you the list of pending cases and is used to monitor the location of each case in a workflow. These cases are sorted by which lane they are currently located. Before going to the Task Board, make sure that you are: A Builder or an Internal User that has Viewer access to the workflow, or you are the Approver of a case that's pending in a workflow that you are trying to view. You can access the Task Board by foll
Viewing the Workboard
How to view the list of cases assigned to you via Workboard, as well as reviewing, submitting, approving, or rejecting cases or submissions.