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The Case Intake Desk
Tell us what is stuck, who is waiting, and what decision needs evidence. A senior operator will read this, not a funnel.
Who should we ask for?
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Where can we write back?
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Which organisation is holding the case file?
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What kind of case are we opening?
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What is the workflow doing that it should not be doing?
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What is the next decision point?
Send the case note