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Configuring a cascading approval with a reporting structure
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Défi
Configuring a cascading approval with a reporting structure
2 Tâches
10 mins
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GoGoRoad stakeholders want to allow Territory Managers to add new vendors as service providers as the service grows. If the vendor is The Automobile...
Configuring a dashboard
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Défi
Configuring a dashboard
2 Tâches
30 mins
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Stakeholders have seen growth in the use of the Assistance request application. They want to confirm that, even though Cases are increasing, they are...
Configuring business conditions
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Défi
Configuring business conditions
2 Tâches
5 mins
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U+ Bank identifies that many customer are missing their payment due dates, resulting in late fees and negative impact on their credit score. To...
Configuring cascading approvals with an authority matrix
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Défi
Configuring cascading approvals with an authority matrix
3 Tâches
10 mins
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As the repair service grows, GoGoRoad stakeholders want to allow Territory Managers to submit new vendors as service providers for approval. If the...
Control the workflow based on business context
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Défi
Control the workflow based on business context
3 Tâches
10 mins
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When customers submit a request for roadside assistance, a customer service representative (CSR) manually validates whether the customer is enrolled...
Controlling the workflow based on a business context for BAs
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Défi
Controlling the workflow based on a business context for BAs
2 Tâches
15 mins
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When customers request roadside assistance, a Manager manually validates whether the customer is enrolled in roadside assistance coverage. To improve...
Creating a child case
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Défi
Creating a child case
2 Tâches
10 mins
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InsCorp is launching a roadside assistance service as a coverage option for automobile insurance policies. Configure the Assistance request Case Type...
Creating a child Case for BAs
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Défi
Creating a child Case for BAs
8 Tâches
30 mins
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The Microjourney® for a GoGoRoad customer includes initiating the request for service, receiving the service, and for certain membership status...
Creating a custom business report
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Défi
Creating a custom business report
4 Tâches
15 mins
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Stakeholders would like to know the number of Cases that have been requested over the past month. You have been asked to define a report to track the...
Creating an Insight
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Défi
Creating an Insight
2 Tâches
15 mins
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Stakeholders would like to know the number of Cases that have been requested over the past month. You have been asked to define a report to track the...