Defining Call Center Business Units

Enter the description that you want to appear on the Case page and other places where the business unit appears.

The Default SetID field appears only when you open the Call Center BU page in Add mode. Once you create the business unit, the system sets up default tableset control information, and you must use the TableSet Control page to change the default.

Enter or select the default setID for the business unit. When you create a business unit, the system copies the setID for each record group from the tableset control of the setID you have entered. In the tableset control record, each of the delivered record groups is associated with the setID that you enter here or a setID that is being shared (SHARE) with other setIDs.

Indicates the call center status. Values are: Open (active) or Closed (inactive). The system does not process transactions for closed business units.

This button appears only when you open the Call Center BU page in Add a New Business Unit mode.

Click to establish the tableset controls for the call center business unit based on the default setID that you specify.

Other pages in the component and many of the fields on this page are unavailable until you click the Create BU button to create the business unit.

Enter a description for self-service application users. This description should be meaningful to users who are unfamiliar with the organization of your call center business unit.

Enter the default FieldService business unit to use when creating service orders from call center cases. When you establish tableset sharing, ensure that the field service business unit and the call center business unit prompt against the same set of customers.

Enter the default RMA business unit to use when creating a return material authorization from a case.

Enter the default Sales business unit to use when creating a sales lead from the Related Actions page in a call center case. When you establish tableset sharing, make sure that the sales business unit and the call center business unit prompt against the same set of customers.

Enter the default Quality Management business unit to use when creating or relating a defect to a case. You can create a new defect or relate an existing defect. In either case, the system displays the business unit that you enter here on the page.

Enter the default Order Capture business unit to use when entering an order related to a case.

Select the online marketing business unit that you want the system to use by default in the Dialog Business Unit field when a user selects the Case Survey related action to launch a customer survey from the Case page.

Select the option that you want the system to use to automatically assign new cases to individual agents.

See Person Assignment.

Select the option that you want the system to use to automatically assign provider groups to new cases.

See Person Assignment.

Select your default call center manager. You can use the selection here to route workflow using AAF notifications.

See Understanding PeopleSoft CRM Workflow.

If you tend to have many notes in your cases, enter a number that limits the volume of notes that you want included in a web service. If you leave this field blank, the system includes all notes.

Select how you want the product prompt to work. The options are:

• All

  You can select a product from the master products table.

• Installed

  You can select from a list of products that are installed at a specific site.

See Defining Products.

Select if you want to allow an agent to select more than one solution to be marked as Successful.

Select if you want the PeopleSoft search to automatically execute when the Search page is accessed.

Select to allow agents to reopen cases that are in a canceled status.

Select to allow agents to reopen cases that are closed.

Select if you are using the billing functionality for support cases. Select the Details link to enter price by currency and rate type information.

Enter a number to indicate the percentage of SLA (Service Level Agreement) restore time that needs to pass before the system turns the case to red. For example, enter 90 (enter a whole number, not a decimal amount) if you want a case to turn red when it has reached 90 percent of the SLA restore time. In addition, this calculation takes into account the time the case is on hold.

Enter a number to indicate the percentage of SLA restore time that needs to pass before the system turns the case to yellow. The number you enter in this field must be lower than the red number or you will receive an error message. As such, a case should turn yellow before it turns red. These fields will accept numbers between 1 and 999. Do not enter decimal amounts.

Select to allow agents to close cases with business projects that are at the In Process status.

Select to allow agents to close cases that have an open service order.

Select to generate a case ID when the agent first opens the case.

Select to automatically update the status of an ad hoc solution to Submitted for Review when a solution resolves a case.

Select to allow cases of this business unit to be resolvable when outbound notifications are sent.

This option is selected by default. When selected, the Send and Solve toolbar button appears on the Outbound Notification page if the initiating transaction is case. You can click this button for the system to perform these tasks:

• Deliver the drafted notification to recipients.

• Solve the associated case by attaching a predefined canned solution (the specified email resolution solution ID) to the case and setting the case status to the resolved case status as specified on the Case Defaults page.

See Sending Manual Notifications From CRM Transactions.

Select to specify a solution that attaches to cases when users click the Send and Solve button on the Outbound Notification page. Solutions meeting these criteria are available for selection:

• Solutions are of type Canned Solution.

• Solutions are active.

• Solutions belong to the setID that is associated with the call center business unit.

When the system resolves a case from an outbound notification, it attaches a solution to the case with a solution status of Successful Resolution and then sets the status of the case to the predefined resolved case status. As a result, the system also increases the usage count of the canned solution by one as well.

This option is selected automatically if the Solve Case from Outbound Notification option is selected. Make sure to specify an email resolution solution; otherwise, an error message appears if you click the Send and Solve button but no canned solution is available to attach and resolve the case. In this case, the system sends the notification but it does not resolve the case.

Select this to enable case matching for this Business Unit. Case matching enables you to instruct the system to find cases that are similar to the case you are presently viewing. This provides a quick way to check if the issue from the current case you are viewing has already been reported in or is related to another case.

Click this link to view the match usage criteria that have been defined for this business unit and associated SetID on the Match Detail page.

Specify the reason to be associated with the entry for interested party on a case when the Add Interested Party action is taken from the 360-Degree View global cases node.

Select the option that you want the system to use to automatically assign self-service cases to individual agents.

See Person Assignment.

Select the option that you want the system to use to automatically assign provider groups to new cases.

See Understanding Provider Groups and Group Members.

Specify how long (in days) the new icon should appear for solutions.

Select to allow self-service application users to close cases.

Select to allow self-service application users to reopen cases that are closed.

Enter the number of days after a case has been closed during which self-service application users are permitted to reopen the case. This option is only allowed if you select the previous option—allowing a case to be reopened. If you allow cases to be reopened, the grace period will default to 7 days.

Select the display template family that you want to use for this business unit. The system shows all the existing display template families that are defined in the system.

Select the component that you want to associate with the display template family that is displayed in the previous field. The system displays the components that are defined for the selected display template family.

You can set up different defaults for different components on the same template, and you can set up different default values for different templates that use the same business unit. When you select a component, the system may display a different set of fields, as not all default fields apply to each call center component.

Select the status that you want the system to use when an agent opens a new case.

Select the value that you want the system to use when an agent identifies a successful solution and resolves the case.

Both agents and self-service application users can resolve cases. Agents resolve cases by setting a solution status to Successful Resolution.Self-service application users resolve cases by answering Yes when asked whether a particular solution resolved their problem. The default can be different for a self-service user than it is for an agent.

If you selected the Allow Case to be Reopened check box on the Business Unit - Options page, select the status that you want the system to use when the self-service application user reopens a case. If you do not enter a status here, then, when an agent or self-service user reopens a case, the status will not change. The result could be cases closing without a successful resolution—a condition that the system does not normally allow.

If you relate one case to another, and the associated relationship type definition has the Set status of child case using duplicate case status from the Business Unit Defaults check box selected, then the child case status will be automatically set to the value specified in this field.

Select the default case type for a new case.

Select the default case subtype for a new case.

Select the default case priority for a new case.

Select the default case impact for a new case.

Select the default case urgency for a new case.

Select the default case severity for a new case.

Select the default source for the case. This field enables you to tell which cases were entered by way of self-service applications or by agents.

Select the default source for a case that is created through a web service.

Select the default source for a case that is created through the PeopleSoft CRM ERMS system.

See Understanding ERMS Setup.

Select the default source value to populate for cases that are automatically created when personal or job data updates have occurred in the integrated HCM system. Use this field when the automatic case creation feature is enabled.

Select the default product group for a new case. When an agent or user selects a Product Group on a case, the system filters the values for the product and installed product to only display the products and installed products contained within the specified product group.

Select the default case category for a new case.

Select the default case specialty type for a new case.

Select the default case detail for a new case.

Select the provider group that you want the system to use when a user opens a case for the self-service business unit.

Select the note type that you want the system to use when a user opens a case for the self-service business unit.

Select the case status that you want the system to use when a user opens a new case for the self-service business unit.

Select the status that you want the system to use when a user identifies a successful solution a case for the self-service business unit.

Select the status that you want the system to use when a user closes a case for the self-service business unit.

Select the status that you want the system to use when a user reopens a case for the self-service business unit. If you do not enter a status here, then the status will not change when the self-service user reopens a case. The result could be cases being closed without a successful resolution—a condition that the system does not normally allow.

Select the provider group that you want the system to use when a user clicks the Contact Me button on a case for the self-service business unit.