What are Case Qualification Criteria?


Case Qualification Criteria (Case_Qualify_Criteria__c) is an object that stores every CQC rule you create. CQC work with Questionnaires to help you qualify cases at the intake stage. CQC are composed of rules that you set in order to change a record's fields or check a field value. CQC rules can fire based on answers provided in a questionnaire or field values.

CQC rules evaluate question answers every time a user presses Next within the questionnaire when the Check CQC? box is checked in that node in Questionnaire Builder. When the user selects a particular answer, the CQC rule fires and makes any changes you set to the record.

Use CQC rules to evaluate all your case information and answered questions to determine if the case should be qualified, disqualified, referred out, or any other change you determine.


 

When should you use CQC? 


CQC and Questionnaires work together, so build Case Qualification Criteria when you are creating questions, questionnaires, and establishing your intakes processes on Litify. CQC reference questions on questionnaires and fields on the record. 

Once you have built CQC, navigate questionnaires during the intake process and CQC rules will automatically fire depending on question answers and field values.


 

Why should you use CQC? 


CQC will save you time and strengthen your qualification process by checking to see if cases are right for your firm. Administrators can build CQC to make sure intake agents qualify cases correctly and consistently.

CQC rules can be as simple as one question and one mapped field, or contain several rules that auto-populate fields based on multiple questions.

Examples:
A CQC rule that sets the intake's status to “Turned Down” based on a case or client location.

A CQC rule that changes an intake's status to "Signed Up" based on a question answer.

 

Permission Sets


• Users must have the Litify Power User permission set to create CQC.
• Intake agents must have the Litify Intake User permission to view CQC. The Litify Matter User permission set also contains these permissions.



Next article:
Create Case Qualification Criteria






 

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