Configure Automation on a Case Template

The Automation panel allows administrators to configure a case template so that cases automatically advance from one specified status to the next specified status when all fees have been paid in full.

PREREQUISITES: The Business Case security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.

1. From the home page, click Permitting and click Case Templates.

TIP: You can filter the list of records displayed. See Filter Records for more information.

2. On the Case Templates panel, select a template.
3. On the Automation panel, select a Case Status and a Next Case Status using the drop-down lists.
4. Select the All Fees must be paid in full check box.

TIP: Leaving this check box cleared is a useful way to implement phased payments on a case template.

NOTE: Your changes are automatically saved, and the changes are verified by a notification at the bottom of the page.