Setting Up Processing Options for Case Management

Processing options enable you to specify the default processing for programs and reports.

This section discusses how to set processing options for:

• The Case MBF Processing Option program (P90CG002).

  See Setting Processing Options for the Case MBF Processing Options Program (P90CG002).

• The Case Entry program (P90CG504).

  See Setting Processing Options for the Case Entry Program (P90CG504).

• The Case Update program (P90CG501).

  See Setting Processing Options for the Case Update Program (P90CG501).

• The Case CSS Inquiry and Add program (P90CG900).

  See Setting Processing Options for the Case CSS Inquiry and Add Program (P90CG900).

• The CSS Case Update program (P90CG910).

  See Setting Processing Options for the CSS Case Update Program(P90CG910).

• The Tasks program (P17504).

  See Setting Up Processing Options for the Tasks Program (P17504).

• The Work With Case program (P17500).

  See Setting Up Processing Options for the Work With Case Program (P17500).

• The Speed Case Entry program (P90CG601).

  See Setting Processing Options for Speed Case Entry (P90CG601).

• The Time Entry program (P17505).

  See Setting Up Processing Options for Time Entry (P17505).

• CRM Case Related Actions (P90CG503).

  See Setting Up Processing Options for CRM Case Related Actions (P90CG503).

Before you can process case information, you must set the processing options for several programs. These programs define and control how information is processed when you enter and revise cases. If you are using Customer Self Service, you must also define the processing options for CSS Inquiry and Add and CSS Case Update programs.

Note: This section includes only those processing options that are required to be set up during implementation and are used to define system-wide processes. To access these processing options, enter IV in the fast path, and then enter the program ID in the Interactive Application field.