Start with a named owner, accessible transaction records and a reliable submission check.
Set up the work
- Choose a primary and backup case owner.
- Connect orders, payments and support records.
- Record deadlines where the team can see them.
- Review recurring issues after cases close.
A small team can use a simple case log. Add automation when the existing steps and access requirements are understood.
Use the case record
The merchant workflow connects the owner, evidence and submission record. Use the response guide when the draft is ready for review.