CSM 10.4 Documentation

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Configure Cherwell HR Case Management

After applying the mApp® Solution, perform the following high-level steps:

  1. Create HR Roles.
  2. Create HR Security Groups.
  3. Assign Users to Teams and Security Groups.
  4. Update Customer - Internal records with valid Country Code.
  5. Create Country Specific Catalog Records.
  6. Create Country Specific Checklist Records.
  7. Configure HR SLA and set default for HR Cases (advanced, optional).

For Employee Administration areas, perform the following high-level steps:

  1. Access the HR Administration Dashboard.
  2. Rename or replace the mApp Factory Application Business Object.
  3. Import and configure the HR Employee Administrator E-mail Monitor.
  4. (Optional) Apply additional configuration changes as needed.


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