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Case Policy

Updated Monday, December 26, 2016 ·

A case policy is defined by a case category.  A policy is used to define how particular cases should be handled.  For instance; if you were supporting a piece of software and the case was a feature request, you could have a case category assignment of "Support case --> Feature request".   This case will now show custom fields related to creating a feature request for product development to action on.

Each of the following policies are available:

  1. Case creation

    • Define what fields are displayed.

    • Define what fields are required to open a case.

  2. Case view / updating

    • Define what fields are displayed

  3. Case closure

    • Define what fields are displayed.

    • Define what fields are required to close a case.

  4. Community case creation

    • Define what fields are displayed.

    • Define what fields are required to open a case.

  5. Community case view / updating

    • Define what fields are displayed

You can find the case policies within the case policy section.

 

 

 

 

 

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