Setting up the Workforce Case Interaction SuiteApp
This section describes how to set up the Workforce Case Interaction SuiteApp. It includes these sections:
Currently, the Workforce Case Interaction SuiteApp supports only the US English language.
Prerequisites for the Workforce Case Interaction SuiteApp
Before you install the Workforce Case Interaction SuiteApp, ensure that the following features are enabled in your NetSuite account. If you do not see these features on the Enable Features page, contact your NetSuite account manager:
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Custom Records
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Server SuiteScript
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Client SuiteScript
Installing the Workforce Case Interaction SuiteApp
As an administrator, install the SuiteApp using the following details:
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Bundle Name: Workforce Case Interaction Bundle
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ID: 330007
For more information about installing SuiteApps, see Installing a Bundle. The Workforce Case Interaction SuiteApp is a managed bundle and is automatically updated whenever fixes and enhancements are available.
Allowing Roles to Access the Workforce Case Interaction SuiteApp
The Workforce Case Interaction SuiteApp allows the capture of potentially sensitive information. Therefore, the installation process gives access to the SuiteApp to the Administrator role only, by default. After installation, you grant access to other roles in your company that you want to be able to use the SuiteApp. For example, you might give access to your Chief People Officer (CPO) and Human Resources Generalist roles.
If there are several people in your organization with the same role, you can limit SuiteApp access to only some of them. You can do this by creating a custom role specifically for this SuiteApp, and then assign it to those people. For information about creating a custom role, see Customizing or Creating NetSuite Roles.
You should review all of the topics for this SuiteApp before allowing access to the SuiteApp to any roles.
This SuiteApp uses full NetSuite administrator permissions to generate the list of potential contacts. This is true regardless of the restrictions on the role that you are using to access the SuiteApp. If you use NetSuite OneWorld and your current role can view only some of your subsidiaries, note the following. The generated list still has all interactions in your company, but you can only manually add interactions from the subsidiaries you can access. Also, you can only create employee cases for subsidiaries you have access to. If the SuiteApp user must create cases for all employees, regardless of subsidiary, you must create a custom role. Check the Do Not Restrict Employee Fields box for the role, and then assign that role to the user.
To allow roles to use the Workforce Case Interaction SuiteApp:
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Go to Customization > Lists, Records, & Fields > Record Types.
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Locate the Contact Tracing Permitted Role custom record and click List.
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On the Contact Tracing Permitted Role List page, click New Contact Tracing Permitted Role.
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Select the role you want to give access to from the Role With Access To Contact Tracing App list.
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Enter any notes you would like to include in the Title and Memo fields.
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Click Save.
You can allow access to the Employee Case Logging page for a role that does not have access to the Classic Center or Accounting Center. To allow access, add a center link and associate it with the URL for the page.
To find the URL for the Employee Case list page:
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Go to Customization > Lists, Records, & Fields > Record Types.
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Locate the Employee Case custom record and click the List link.
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Copy the URL of the page that appears.
For information about adding center links, see Creating Center Links.