Setting up the process to create enrollment cases as a contributor

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • Set up the process for users with the contributor roles in CSM to create enrollment cases on a service portal.

    If the CSM Contributor User plugin (com.snc.csm_contributor_user) is installed in addition to the Patient Support Services application, the Create an enrollment case record producer is available from the Case menu on the Consumer Service Portal page to create enrollment cases. To enable users with the contributor roles in CSM for creating enrollment cases, you can use the default record producer or create your own record producer.

    As an administrator, you can include the record producer for creating enrollment cases in a service  catalog and display the service  catalog  as a module on the Consumer Service Portal page. Users with the contributor profile can then use the module to create enrollment cases.

    For more information, see Record Producer and Set up a service catalog .