Manage child cases in Retail Task Management Core
You can manage child cases created from a parent multi-store case in Retail Task Management Core.
Vorbereitungen
Role required: sn_retail.manager_fulfiller
Responsibility required: Store Manager – Fulfiller.
For information on adding roles and responsibilities, see Assign roles to Retail users.
Warum und wann dieser Vorgang ausgeführt wird
Child cases created from a multi-store case can be reassigned to users with the sn_retail.associate_fulfiller role for fulfillment, or fulfilled by mangers themselves.
Prozedur
- In CSM/FSM Configurable Workspace, navigate to Retail Cases.
- Select the Retail case that you want to manage.
- Use the Assigned to field to assign the case as needed.
- Note that in the Activity panel, the parent case number is listed.
- Fulfill the case and manage as needed.