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Setting goals and deadlines for a case type in Case Designer

Set goals and deadlines for a case type to enforce your service-level agreements, which are measured from the time that a case is created to the time that the case is resolved. By using goals and deadlines, you encourage case workers to resolve cases on time.

To set goals and deadlines:

  1. In the explorer panel of Designer Studio, click Cases and then click the name of a case type.

  2. On the Settings tab, click Goal & deadline.

  3. Select the Consider goal and deadline check box.

  4. Select one method for calculating your goal and deadline times:

  5. Define the suggested resolution time for a case by completing the fields below the Goal label:

  6. Define the required resolution time for a case by completing the fields below the Deadline label:

  7. Click Save to store your settings in the pyCaseTypeDefault service-level agreement rule.

At run time, an agent and the Work-.OverallSLA flow monitor the service-level agreement, and the Case Details section on a case displays how much time remains to meet the goal or deadline.