39.2 User Group - Service Request Mapping - Create

This topic describes the systematic instruction to User Group - Service Request Mapping - Create option.

Using User Group – Service Request mapping - Create option, System Administrator can create the user group - Service Request mapping.

To create User Group - Service Request Mapping:

  1. Navigate to one of the above paths.
    The User Group - Service Request Mapping screen appears.
  2. Perform anyone of the following actions:
    • Click Create.

      The User Group - Service Request Mapping - Create screen appears.

    • Click Back to navigate to the previous screen.
    • Click Cancel to cancel the transaction.

    Figure 39-4 User Group - Service Request Mapping - Create


    Description of Figure 39-4 follows
    Description of "Figure 39-4 User Group - Service Request Mapping - Create"

    Note:

    The fields which are marked as Required are mandatory.

    For more information on fields, refer to the field description table.

    Table 39-3 User Group - Service Request Mapping - Create - Field Description

    Field Name Description
    Mapping Code The user group - service request mapping code.
    Description The user group - service requests mapping description.
    Mapping Details Information specified in below fields are related to Mapping Details.
    Group Code The group code to create user group service request mapping.
    Service Requests

    The list of all service request maintained.

    Note:

    1. All Service Request: if this is checked, then all service requests will be mapped with selected group code within the CASA, TD, Loans, Credit Cards modules.
    2. List of Individual Service Request: Module wise list of service requests will be available with check box against those. If this is checked, then individual service request is mapped with selected group code within the CASA, TD, Loans, Credit Cards and other modules.
  3. In the Mapping Code field, enter the user group - service request mapping code.
  4. In the Description field, enter the user group - service request mapping description.
  5. From the Group Code list, select the appropriate option.
  6. Perform anyone of the following actions:
    • Select the respective check boxes preceding the service request to be mapped.
    • Select All Subjects check box, if you want to map all subjects.
  7. Update the required details.
  8. Perform anyone of the following actions:
    • Click Save to save the modified details.

      The Review screen appears.

    • Click Cancel to cancel the transaction.
    • Click Back to navigate to the previous screen.
  9. Perform anyone of the following actions:
    • Verify the details, and click Confirm.

      The success message of creation of user group - service request mapping along with the transaction reference number appears.

    • Click Cancel to cancel the transaction.
    • Click Edit to modify the details.
  10. Click OK to complete the transaction.

    Note:

    1. If the mapping setup requires an approval workflow, the maintenance will be initiated. Once approved by the required number of approvers, the mapping will be in effect.
    2. If the setup does not require an approval or is self / auto approved, then the mapping will be in effect immediately.

Parent topic: User Group - Service Request Mapping