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How to create a new case in WEBUI:

Now I want to create a new case document in WEBUI.


USAGE:
Case management enables you to consolidate, manage and process information about complex
problem or issue in a central collection point. Case management provides a central repository for
managing common information originating from multiple sources and channels. The case is
controlled by a "case type" which controls the user interface. The case management application
enables case processor to effectively track changes to their cases.
PROCEDURE:
To create a new case,
Nav.path:
service operations->create->case
Now select "Incident tracking",


Now enter,
Desc=Nokia:NX7 display issues
Processor=336
Priority=Medium
Classification=computers
Reason=LCD display problem

Now enter in "Parties involved" AB
Function=sold-to-party
ID=300027
and in "Transactions" AB,
type=complaint
description=keyboard not working
again enter,
type=service process
description=Planned maintenance

Now finally save it.

To maintain a particular "case type",
Nav.path:
spro->CRM->case management->Basic settings->Define case types.

Now click on "define case types".

Suppose you need to execute only "Incident tracking" case type,
Now you can select the check boxes of recall, change and problem.
save it.

Now you can check in webui by clicking the create "case" option.

Now you can find out the case type "Incident tracking" only in the list.

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