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Requesting Appointments for Cases

To request appointments for their cases, citizens can create activity records for appointment requests.

To request an appointment for a case

1. If a record for the case appears in the My Cases applet on the home page of the Siebel Public Sector Self Service Web site, then click the hyperlink in the Case Number field of the record.

   Records for the cases that are most recently created and updated appear in the My Cases applet on the home page.

2. If a record for the case does not appear in the My Cases applet on the home page of the Siebel Public Sector Self Service Web site, then complete the following steps:
   1. Click the Side Menu icon, and select My Cases.
   2. (Optional) Query to find a specific case.
   3. In the My Cases applet, click the hyperlink in the Case Number field for the case for which you want to request an appointment.
3. In the Activities applet, complete the following steps:
   1. Click the plus (+) icon.
   2. Complete the appropriate fields for the activity, and select Appointment in the Type field.
   3. Click the arrow-pointing-to-a-box icon to save the activity record.

      The new activity record for the appointment is added to the Activities applet.The Type field value of the activity record is Appointment, and the Status field value of the activity record is Active. You cannot change or delete this activity, but an agent can change (but not delete) this activity in the Siebel Public Sector application.

4. If you want to include in the case a document that supports the appointment request, then add an attachment to the case for which you request the appointment.

   For information about adding a file attachment to a case, see Step 4 in Updating Cases.