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Case Number |
Displays an automatically generated number that uniquely identifies the case. |
Case Name |
Type a descriptive name for the case. |
Status |
Displays a status of Active for the case. Values include Active, Closed, and Inactive. When you set the status to Closed, all other fields in the case record become read-only. |
Sub-Status |
Select a further clarification of the case status. The values that you can select depend on the value that you select in the Status field. |
Case Type |
Select the type of case. Case types typically are specific to the agency that deploys Siebel Public Sector. Values include Fraud, Social Security Benefit, and Public Health. |
Stage |
Select a stage in the process life cycle for the case. Values include Intake, Investigation, and Screening. |
Category |
Select the category for the case. Values include Bank Robbery, Bankruptcy, and Benefits. Each category value can have a corresponding category code, and the appropriate code is automatically included in the case serial number. For more information, see About Serialization Rules. |
Territory |
Select the agency territory for the case. |
Info Changed |
For benefits cases, displays a check in the check box after you click the Scan Changes button if the data that affects benefits changed after an agent last automatically assigned benefits to the case. |
Team |
Displays the ID of the user who creates the case record. You can assign additional users to the case. The user who creates the case record remains the primary team member for the case. |
Date Opened |
Displays the date and time that you create the case. |
Date Closed |
Displays the date and time that you close the case. For more information, see Closing and Reopening Cases. |
Master Case # |
Displays the number of the master case that includes the case. |
Parent Case |
Displays the original case name for an appeal case. This field applies only to appeal cases. For more information about appeal cases, see Process of Managing Appeal Cases. |
Appealed |
Displays a check in the check box if you click the Appeal button to appeal the case and if at least one associated appeal case is active. This field is read-only. |
Description |
Type a description containing additional information about the case. Click Check Spelling to verify spelling in this field. |
Organization |
Displays the organization of the user who creates the case record, but you can select another organization for the case. You can select multiple organizations for a case, but you can designate only one organization as the primary organization. |
Threat Type |
Select the type of threat for an investigative case. Values include Murder, Kidnapping, and Cybercrime. |
Threat Sub-Type |
Select a further clarification of the threat type. The values that you can select depend on the value that you select in the Threat Type field. |
Threat Level |
Select the predefined level for threat escalation. Values include High, Medium, and Low. |
Classification |
Select the classification for an investigative case. Values include Unclassified, Classified, Secret, and Top Secret. |
Group Suspect |
For an investigative case, displays the suspect name that users select in the Group Suspects view of the Cases screen. You can also add suspects to or remove suspects from the suspects list using this field. |
Priority |
Select the importance of the case. Values include Standard and Urgent. |
Approval Template |
Select a template that determines the approval routing for the case. The case record is automatically routed to the each approver's inbox until the record has all approvals in the chain. For more information, see Reviewing Approvers for Cases and Submitting Cases for Approval. |
Case Serial # |
Displays the serial number for the case. A serialization rule populates this field when you save the record. Error messages appear if you try to generate a serial number for a case, and a required field is missing data. To generate a serial number, make sure that all the required fields, and all the fields in the case serialization rule, contain data. For more information, see About Editing the Default Serialization Rules. |