A Delivered Workflow for JD Edwards EnterpriseOne CRM Support Applications

This appendix contains the following topics:

A.1 Delivered Workflow for JD Edwards EnterpriseOne CRM Support Applications

This section discusses the JD Edwards EnterpriseOne CRM Support Applications workflow.

A.1.1 Halt Workflow

This section discusses the Halt workflow.

A.1.1.1 Description

Workflow Description

The system halts the workflow until the time to send a warning message, and then halts the workflow again until the time to escalate. There is a business function that recursively creates K90CG01 until the end of the calculated time.

Workflow Trigger

The time elapses to send a warning message, and the time elapses to escalate.

Workflow Action

The business function is initiated.

A.1.1.2 Workflow Objects

System

90CG

Workflow Object Name

K90CG01

Object ID

N90CG01

Event Description / Function Name

StartCaseEscalationWorkflow

Sequence / Line Numbers

4

A.1.2 Past Due Message

This section discusses the Past Due Message workflow.

A.1.2.1 Description

Workflow Description

The system sends the past due message to the manager.

Workflow Trigger

The allocated time elapses, and the case status has not been changed to closed.

Workflow Action

An email is sent to the manager as notification that the case is being escalated to the next provider group member.

A.1.2.2 Workflow Objects

System

90CG

Workflow Object Name

K90CG06

Object ID

N90CG01

Event Description / Function Name

StartCasePastDueMessageWF

Sequence / Line Number

4

A.1.3 Past Due Work Flow

This section discusses the Past Due Work Flow.

A.1.3.1 Description

Workflow Description

Triggers the sending of a "past due warning message" and a "past due message". Also, reassigns case to manager when past due.

Workflow Trigger

Instantiation occurs when:

1. a case is created, or

2. a case is updated with a new commitment date/time

Workflow Action

K90CG02 halts until a percentage of the commitment time of a case has expired. This percentage value is configurable by the user. At this point, a business function is called that instantiates a K90CG05 work flow, which in turn sends an email (past due warning message) message to whoever the current assignee is on the case. Then K90CG02 halts again until the entire commitment time has expired. At this point, a business function is called which reassigns the case to the manager of the assigned provider group, and instantiates a K90CG06 work flow, which in turn sends an email (past due message) message to the manager of the assigned provider group on the case.

A.1.3.2 Workflow Objects

System

90CG

Workflow Object Name

K90CG02

Object ID

N90CG01

Event Description / Function Name

StartCasePastDueWorkflow

Sequence / Line Number

4

A.1.4 Escalation Message

This section discusses the Escalation Message workflow.

A.1.4.1 Description

Workflow Description

The system sends the escalation message to the next assignee.

Workflow Trigger

The lower-level provider group member does not change the case status to closed.

Workflow Action

The system sends an email to the provider group member at the next level.

A.1.4.2 Workflow Objects

System

90CG

Workflow Object Name

K90CG07

Object ID

N90CG01

Event Description / Function Name

StartEscalationPeriodExpireMsg

Sequence / Line Number

4

A.1.5 Escalation Warning

This section discusses the Escalation Warning workflow.

A.1.5.1 Description

Workflow Description

The system sends an escalation warning message.

Workflow Trigger

The lower-level provider group member does not change the case status to closed within the time allotted.

Workflow Action

The system sends an email notification to the case assignee that the case is being escalated within a specified time if the case is not closed.

A.1.5.2 Workflow Objects

System

90CG

Workflow Object Name

K90CG03

Object ID

N90CG01

Event Description / Function Name

StartEscalationWarningMessageW

Sequence / Line Number

4

A.1.6 Initial Escalation Message

This section discusses the Initial Escalation Message workflow.

A.1.6.1 Description

Workflow Description

The system sends the message to the person in the workflow who is initially assigned the case.

Workflow Trigger

The case is created and assigned to a provider group member.

Workflow Action

The system sends an email to the provider group member as notification of case assignment.

A.1.6.2 Workflow Objects

System

90CG

Workflow Object Name

K90CG04

Object ID

N90CG01

Event Description / Function Name

StartInitialAssignmentMessageW

Sequence / Line Number

4

A.1.7 Past Due Warning Message

This section discusses the Past Due Warning Message workflow.

A.1.7.1 Description

Workflow Description

The system sends a past due warning message.

Workflow Trigger

The assigned provider group member does not change the case status to closed within the allocated time.

Workflow Action

An email is sent to the provider group manager.

A.1.7.2 Workflow Objects

System

90CG

Workflow Object Name

K90CG05

Object ID

N90CG01

Event Description / Function Name

StartPastDueWarningMessageWF

Sequence / Line Number

3

A.1.8 Process Call Status Change

This section discusses the Process Call Status Change workflow.

A.1.8.1 Description

Workflow Description

The system sends a message if the status is changed to a closed status (the case is closed).

Workflow Trigger

A change in the status of a case.

Workflow Action

Customers will receive notifications that their cases have been closed.

A.1.8.2 Workflow Objects

System

17

Workflow Object Name

CALLSTATUS

Object IDs

W90CG504A, W90CG501J

Event Description / Function Name

Post OK Button Clicked, Post Save Button Clicked

Sequence / Line Numbers

69, 71

A.1.9 Call Escalation Workflow Process

This section discusses the Call Escalation Workflow Process workflow.

A.1.9.1 Description

Workflow Description

The system sends a message to a user-defined distribution list if the case is not closed before the escalation date and time.

Workflow Trigger

Running the R17680 program, and the case is not closed before the escalation date and time.

Workflow Action

A user-defined distribution list will be notified if cases are not closed before the escalation date and time.

A.1.9.2 Workflow Objects

System

17

Workflow Object Name

CALLESCAL

Object ID

R17680

Event Description / Function Name

Do Section

Sequence / Line Number

62