Draft close notes for a risk signal using Now Assist for Telecommunications, Media and Technology (TMT)
Automatically generate closure notes and close eligible risk signals at the end of each day based on the status of their associated risk solutions.
Antes de Iniciar
Role required: sn_acct_lc.customer_success_agent
Por Que e Quando Desempenhar Esta Tarefa
A scheduled job runs everyday and automatically drafts closure notes for all risk signals eligible to be closed that meet the following criteria:
- All associated risk solutions are in a closed or inactive state.
- No new risk occurrences have been created after the last runtime of the scheduled job.
Procedimento
-
Select the user role that can utilize this skill and select Save to activate the skill.
The daily scheduled job identifies all eligible risk signals, reviews the activity data for each eligible risk signal from the associated risk solutions and generates closure notes. The Closure notes and the State are updated on the risk signal record and are visible in the Activity Stream.
The activity contexts used to generate the closure notes are predefined and available with the base system. If you want to use additional fields or tables when generating closure notes, you must add additional activity contexts using the Customer Central guided setup. Navigate to and select Risk signal, create an activity context group and map it to the additional table you want to use.For more details on creating the activity context group, see Configure activity groups for the Customer History view.