Workplace Services & Record Producers

Tim13
Tera Contributor

Dear Community,

 

I need to create Workplace Services for Case Management. The services currently exist in a spreadsheet & I want to do some consolidation.

 

We have established the following criteria to cluster services into one:

  • Same topic, e.g. cleaning 
  • Same assignment group - due to dependent case template
  • Same fulfillment steps - due to dependent fulfilment activities

The topics below a service cluster should be done as variables in a dedicated Record Producer (e.g. event cleaning, special office cleaning).

 

Now, the challenges are:

  • The back-end clustering of services does not make sense in the front-end if the requester needs to find something, ex.: Mold cleaning may be part of the cleaning service to a client but it involves different steps & different people. I'd have to establish a different service for that. In the backend that's fine.
  • In the front-end, I cannot have 2 Workplace services (like Cleaning & Mold Cleaning) in one Record Producer


So how can I make sure that the service clustering makes sense in the back-end & front-end?


Thank you!

 

 

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