Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Example: Create a Benefits Service Category and 401k Queries Case Types

Example: Create a Benefits Service Category and 401k Queries Case Types

This example describes how to create a service category and subcategory, as well as related case types.
You want to create a
Benefits
 service category and a
USA Benefits
 subcategory to organize your cases and 401k-related case types.
Create an eligibility rule for 401k-related case types using the
Create Case Type Eligibility Rule
 task.
Security:
Set Up: Help Case Management
 domain in the Help functional area.
  1. Access the
    Manage Service Categories
     report.
  2. Select
    Create Service Category
    .
  3. In the
    Name
     and
    Description
     fields, enter
    Benefits
    .
  4. Click
    OK
    .
  5. Click
    Create Service Category
     again.
  6. In the
    Name
     and
    Description
     fields, enter
    USA Benefits
    .
  7. Select the
    Is this a subcategory?
     check box.
  8. From the
    Parent Service Category
     prompt, select
    Benefits
    .
  9. Click
    OK
    .
  10. Click
    Create Case Type
    .
  11. Enter these Rule Conditions values:
    Field
    Value
    Name
    401k Queries
    Service Category
    USA Benefits
    Eligibility Rule
    401k Eligibility
  12. Click
    OK
    .
You can use the
Benefits
 service category and
USA Benefits
 subcategory to organize your cases and 401k-related case types.