Back Forward About Goals and Deadlines

The Goals and Deadlines setting, on the Details tab of the Case Designer landing page, displays the overall goal and deadline times from the start of this case, its parent, or the top-level case.

The current goal and deadline intervals appear in the My Cases tab on the Case Manager portal, and on the work summary section on user forms.

Create and edit the intervals for this case type as follows:

  1. Click the Edit link to open the Goals and Deadlines dialog.
  2. In the field named Goals and Deadlines for (case item name) will be calculated from the start of:, define when the starting flow's goal and deadline countdowns begin. One of the following events starts the count:
  1. Select Goal time from start and Deadline from start, in days, hours, minutes, and seconds.
  2. Click OK to close this dialog, update your edits to this case type's service level, and save it.
  3. When you reopen the dialog, the link named Goals and Deadlines appears on the header. You can click it to open the service level record.

The first time you use this option, the system creates in this case type an overall service level record named .pyCaseTypeDefault. The system also creates a data transform. pyDefault (if it does not already exist) so that .pySLAName is set to .pyCaseTypeDefault. This setting ensures that the .pyOverallSLA flow uses this service level. If a transform already exists in this class, the system adds the SLA setting. See How to set a service level for a work item.

Definitions case management, landing page, subcase, top-level case type, ad hoc work, cover, folder, case, instantiate, case type, Federated Case Management
Related topics About Case Type rules
About the Case Manager portal
Process and Rules category — Case Management Gallery

UpTools — Process and Rules

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