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Configuring cascading approvals with an authority matrix

Control the workflow based on business context

Controlling the workflow based on a business context for BAs

  • Challenge

    Controlling the workflow based on a business context for BAs

    2 Tasks

    15 mins

    Visible to: All users
  • When customers request roadside assistance, a Manager manually validates whether the customer is enrolled in roadside assistance coverage. To improve...

Creating a child case

Creating a child Case for BAs

Creating Personas and Channels for BAs

Creating users and roles

Designing a Case Life Cycle

Designing a Case Life Cycle for BAs

Escalating late work

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