Case Type
To differentiate businesses, you can classify cases into different types, such as complaint or consultation cases. Different types of cases can be associated with different statuses to meet business requirements.
Procedure
- Sign in to the AICC, choose
, and click .Figure 1 Create
- On the Create page, enter case type information and click Save.
Table 1 Case type parameters Parameter
Description
Case Type Name
Enter a case type name, for example, Complaint.
Case Type Description
Enter a case type description, for example, Complaint content, Complaint target, or Complaint source.
Cascader
Select an upper-level case type.
Case Template
Select a value from the drop-down list.
Case Context Template
Associate a case content template.
Case Process
Add case statuses.
Strictly Follow the Status Sequence
Enable or disable this function. If this function is enabled, the case can only be handled step by step. If disabled, the case status can be transitioned to any status as required.
Verify task status
Enable or disable this function. If this function is enabled, the status of the associated tasks is verified when the case is closed. If disabled, the status of the associated tasks is not verified.
- After the case type is created, you can switch its status to to enable the case type. You can select only an enabled case type when creating a case on the page.
- If the case type has not been referenced, you can switch its status to to disable the case type. After the case type is disabled, you can edit or delete the case type.
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