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Configuring a cascading approval with a reporting structure
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Challenge
Configuring a cascading approval with a reporting structure
2 Tasks
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...
Control the workflow based on business context
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Challenge
Control the workflow based on business context
3 Tasks
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...
Adding optional Actions to a workflow
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Module
Adding optional Actions to a workflow
1 Topic
15 mins
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Allow users to decide whether to perform additional actions on a case, such as updating account information or cancelling a case.
Designing an approval Process
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Module
Designing an approval Process
1 Topic
15 mins
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To enhance business reliability and accountability, configure an approval process that allows users to approve or reject tasks within the process.
Identifying duplicate Cases
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Module
Identifying duplicate Cases
1 Topic
10 mins
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Specify conditions that help identify potential duplicate submissions to avoid duplication and reduce inefficiency.
Pausing and resuming Case processing
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Module
Pausing and resuming Case processing
1 Topic
15 mins
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Enforce dependencies using the Wait step. The Wait step allows you to pause and resume case processing when the case meets conditions that you define...
Routing Assignments to users
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Module
Routing Assignments to users
1 Topic
25 mins
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Assign responsibility for completing a task to one or more users. Routing increases business efficiency by ensuring that the most appropriate users...
Adding a duplicate Case Type search
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Challenge
Adding a duplicate Case Type search
3 Tasks
10 mins
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InsCorp wants to ensure that only one assistance request case is processed for each request. Customers that send assistance requests might have...
Calculating fields using decision tables
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Challenge
Calculating fields using decision tables
2 Tasks
15 mins
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GoGoRoad stakeholders want to ensure customer satisfaction by allowing the application of discounts based on whether the service provider is on time...
Configuring cascading approvals with an authority matrix
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Challenge
Configuring cascading approvals with an authority matrix
3 Tasks
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...