Set up Customer Service Management integration with Safe Workplace applications

Enable the integration with Safe Workplace applications to help contacts or consumers safely enter locations and comply with health and safety policies.

Before you begin

Ensure that the Customer Service plugin (com.sn_customerservice) is installed.

If you are supporting business-to-consumer (B2C) customers, ensure that the Consumer Service Portal plugin (com.glide.service-portal.consumer-portal) is installed.

Role required: admin

Procedure

1. Install Employee Health Screening.

2. Give external users access to the Health Verification form.

   For more information, see the Allow external users access to "Health Verification" catalog item [KB0856301] article in the HI Knowledge Base.

3. Assign the sn_imt_monitoring.monitoring_user role to a customer or consumer service agent.

4. Configure the health screening form.

5. Create relationships to show health screening information on Agent Workspace.

6. Customize the Consumer or Customer Service Portal to display a link to the Health Verification form in the portal header menu.