Track license and permit requests using License and Permit Playbook

Track all the license and permit requests that are assigned to you or other agents in your government agency by using the License and Permit Playbook.

始める前に

Role required: sn_gsm.constituent_agent, sn_gsm.business_agent, sn_gsm.agency_agent, sn_gsm.relationship_agent, and sn_gsm.service_manager, sn_gsm_lic_prmt.case_task_agent, sn_gsm_lic_prmt.case_task_agent, sn_gsm_lic_prmt.government_service_manager

このタスクについて

When you select a case, a form opens with the following sections:

• A record of activity on the case, including added attachments or any interactions between the requester and the license and permit request case agent.
• Tasks or actions that need to be taken on the user's part, such as accepting or rejecting a case outcome.
• The case details, including contact information, the case number, and the case's stage and status.
• Any attached files.

手順

1. Open the License and Permit Playbook by navigating to Lists in the CSM Configurable Workspace.
2. Navigate to the License and Permit Requests list and select All.
3. In the License and Permit Requests section, select a list that is described in the following table.

   表 : 1. License and Permit Request Lists

   List	Description
   All	All license and permit request cases that the agent has access to.
   My Cases	All license and permit request cases assigned to the agent.
   My Open	Open cases assigned to the license and permit request case agent.
   Unassigned for my group	Cases that belong to any of the license and permit request case agent's groups but haven't been assigned to an agent.