Create a service problem case from the workspace

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間:2分
  • Create a service problem case for a customer raised issue so that an agent can work on it and resolve the service-related problem.

    始める前に

    Role required: sn_sprb_mgmt.agent

    手順

    1. Navigate to All > Workspaces > CSM/FSM Configurable Workspace.
    2. Select the List icon.
    3. Navigate to Service Problem Case > All.
    4. Select New.
    5. On the service definition page, select the Telecom Services Support from the list.
    6. Select the applicable service definitions from the list.
      注:
      The fibre broadband service definition as been shipped as a part of the demo data.

      For more information about service definition, see Service definitions.

    7. Select Create case.

      In service definition, when you select Create case a playbook record generator form appears. Fill the playbook record generator form. For more information about the playbook record generator, see Set up a record generator for case type.

    8. On the intake form of verify issue, fill in the fields.
      Create new service problem case.
      表 : 1. Service Problem Case
      Field Description
      Account The name of the company associated with this case.

      If you select a contact in the Contact field, this field is auto-filled if the account information is available in the contact record.

      Contact Name of the customer contact for this case.
      Service Name of the affected service for this case.
      Short description Description of the customer issue or problem.
      Actual start Actual start date of the issue.
      Issue type Types of issues
      • Question
      • Issue
      • Feature
      Issue severity Imported severity on the issue. Values 1–4.
      Description Brief description of the customer issue or problem.
    9. Select Continue.