Siebel Public Sector Guide > Managing Benefits Cases > Process of Managing Appeal Cases >

Creating Appeal Cases


Complete the procedure in this topic to create an appeal case. For more information, see About Appeal Cases.

When you create an appeal case for a case with a Status field value of Closed, the Status field value of the closed case changes to Active. You cannot create an appeal case for a case with a Status field value of Inactive or Submitted.

If you create an appeal case because you approve an appeal request that a citizen submits on a self-service Web site, then the Web Access field in the Contacts view of the appeal case is automatically selected so that the citizen can access the appeal case on the self-service Web site.

NOTE:  In the preconfigured Siebel Public Sector application, the Appeal button is enabled only for cases that have a Category field of Benefit. Administrators can enable this button for additional case categories. For more information, see Configuring Case Categories for Appeal Cases.

This task is a step in Process of Managing Appeal Cases.

To create an appeal case

  1. Navigate to the Cases screen, then the Case List view.
  2. Select the case for which you want to create an appeal case.
  3. Click Appeal.

    The appeal case appears in the Appeal Cases view.

  4. (Optional) If the appeal date is not the same as the current date, then complete the following steps:
    1. Navigate to the Case List view, and change the current date in the Case Name field of the appeal case to the appeal date.
    2. Drill down on the Case Name field of the appeal case, click the Evidence view tab, and change the current date in the Evidence Name field of the evidence record to the appeal date.
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