Case Management
Discussion List
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Is there an Oracle University course available for Case Management in Oracle HCM?Summary: Does anyone know if Oracle University offers a course specifically focused on Case Management within Oracle HCM? I’m looking for structured training options. Ap… -
In Case Management can we set Email as the default channel?Are we able to set email as the default channel when using the Create Conversation SmartAction in Case Management? The Web channel can only be used in Case Management to… -
Can you restrict case manager access by queues that they are in?Summary: We have a requirement for a case manager to only be able to see cases for which queues they are assigned to. We have a custom security role built which is still…
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Configuring Audit in HR Help Desk and Case Management for RedwoodSummary: i have followed the below instructions to configure auditing for both HR Help Desk and Case Management but still no success. Is this supposed to give me permiss…
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What privileges grant access to Configure Adaptive Search?All the Oracle docs mention that you must have AIC in order to Configure Adaptive Search in setup and maintenance, however, I am wondering which specific privileges/DSPs…
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Groovy Script for Action Plan due date notificationSummary: We have due date duration defined for each action within action plan which is added in a Case. How can we share a reminder to Assigned to Person of Case when du…
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Why cant case workers and managers see the household tile?Summary: Case workers and managers have all necessary privileges. When I add the Application Implementation Consultant role to a user, then they can see the Household ti…
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Action Plan Smart Action - renaming issueSummary: I have renamed the Add Action Plan Smart Action in Case Management but now the Action items are not loading. It was working fine before it was renamed. I duplic…
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Need to avoid Duplicates for the ticket generating via email with same subjectdate and emailHello Team, In HR Helpdesk, we have a requirement, if any email having the same date within four hours, to and from email address (i.e. Sent to the same mailbox from the…
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Data conversion from Peoplesoft to Oracle - Grievances & Disciplinary Actions in Helpdesk moduleSummary: Can we convert historic data from peoplesoft application to Oracle cloud of Grievances & Disciplinary Actions in Helpdesk module?
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Unable to create new case in Redwood due to Business UnitSummary: I am setting up Case Management in a client environment but every time I try and create a new case I get the Error message below, I have given myself permission…
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Oracle Helpdesk - Availability of SmartText based on Queues/Categories ?Summary: The requirement of my client is to see if the smartText can be made available to the agent based on Queues/Categories.Eg. If the Agent belongs to Payroll then c…
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Migrating to Redwood HR HelpdeskSummary: We are planning to migrate to redwood HR help desk next year. We wanted to know a few things to get a plan created and presented to our team Content (please ens… -
Not able to see Redwood Case Queues - ORA-00001 ErrorSummary: Hi all, I had successfully implemented the queues for cases as part of the 25C release in a previous environment for our client. However, in our TEST environmen…
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Case manager can't add team memberSummary: The Case manager and case worker roles alone are not sufficient to search the list for team members. Is additional data security required? Content (please ensur…
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Appeals Process handling in HR HelpdeskSummary: Appeals Process handling in HR Helpdesk Content (please ensure you mask any confidential information): Hi All, Greetings! This is about a requirement of definin… -
Case Management - Email Conversation SignaturesSummary: Hello Community, A couple of questions around functionality available for Case Management when it comes to Conversations through an email channel. Per our clien…
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Groovy script help- Custom Notification in Case ManagementSummary: Hi, my client is using relationship types for contacts in access groups and would like to trigger a notification to a user when they are added as a contact and …
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Search in HR Help Desk and Case Management for identical namesSummary: During one of my demo sessions the client raised a question around how they could easily identify and search for the correct contacts associated with current an…
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Case Management for Grievance handling and Transfer AppealsWe need to implement Grievance Handling and Transfer Appeals in Oracle. I believe Case Management is the most suitable module to support this functionality, but I would …
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Need to allow Line Managers in Case Management 'Assigned To' field with restricted accessSummary: We have a requirement in Case Management where Line Managers should be able to act as the overall case owner for their direct reports. Currently, the 'Assigned …
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The PPOC is blank on the front page of the case managementSummary: The PPOC is blank on the front page of case management, even though it has already been added (through 'Add Employee Contact' and marked as Primary). If we use … -
Case - Resolution DescriptionSummary: The Resolve Smart action was released as part of 25B and is great with giving our clients structure when closing a case. However, once this screen has been fill…
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Approval Workflow for a caseSummary: How do we enable an approval workflow that can be built for case management? Content (please ensure you mask any confidential information): Code Snippet (add an…
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Built a solution with multirow custom fields for InvestigationSummary: As part of the investigation process, there is a requirement to capture data and discussions in defined fields for each interviewer. We need to design a solutio… -
Migration of HR Helpdesk request to CasesWe are trying to move the service requests from HR Helpdesk to Cases to make better use of both the modules. The move is related only to sensitive service requests (form… -
Bulk Import of resourcesHello Team, This is a query regarding the resource identification process through which any agent/administrator will be added to a queue/access group; currently it is be…
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Sensitive Case ManagementHi there - What is the maximum file size of an attachment that can be downloaded in the Conversation capability? Users are able to download some but not all attachments …
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Action Plan Action set up: Case not listed under ContextSummary: When I try and create an Action Plan Action within Set up and Maintenance I am unable to see the Case option under Context? I have enabled Case Management and e…