Responsible User Applicability

Some of your cases may require a "responsible user". This is the user who has overall responsibility for the case. When you set up a case type, you define if a responsible user is required, optional or not allowed on its cases.

The following points describe how to set up the system if a responsible user is not required when a case is first created, but is later in its lifecycle:

  • Indicate that a responsible user is optional on the case type
  • Plug-in either an exit validation or entry validation algorithm on one of the case type's states to require a responsible user at some point in a case's lifecycle
Note:

Address To Do entries to the responsible user. If you use the base-package algorithm to create a To Do entry when a case enters a given state, you can indicate that the To Do entry should be addressed to the responsible user on the case.