Case Management-Specific Implementation Steps

The implementation steps for the JD Edwards EnterpriseOne Case Management system are:

1. Set up Case Management constants.

   See Understanding Case Management Setup Requirements.

2. Set up Case Management user defined codes (UDCs).

   See Understanding Case Management Setup Requirements.

3. Set up processing options for Case Management programs.

   See Understanding Case Management Setup Requirements.

4. Set up case activity rules.

   See Understanding Case Management Setup Requirements.

5. (Optional) Set up business object reservation.

   See Understanding Case Management Setup Requirements.

6. (Optional) Set up required fields.

   See Understanding Case Management Setup Requirements.

7. (Optional) Set up advanced pricing information for cases.

   See Understanding Case Management Setup Requirements.

8. Set up provider group UDCs and provider groups.

   See Understanding Provider Groups and Escalation Methods.

9. Set up users as service providers.

   See "Setting Up Service Management" in the JD Edwards EnterpriseOne Applications Service Management Implementation Guide.

10. Set up customers.

    See "Managing Customer Information" in the JD Edwards EnterpriseOne Applications Customer Relationship Management Fundamentals Implementation Guide.

11. (Optional) Set up queue security and queue properties.

    See Understanding Provider Groups and Escalation Methods.

12. (Optional) Set up routing information.

    See Understanding Provider Groups and Escalation Methods.

13. Set up case types and case priorities.

    See Understanding Provider Groups and Escalation Methods.

14. Set processing options for Work With Provider Groups program (P17506).

    See Understanding Provider Groups and Escalation Methods.