Considerations for Installing HR Service Management with HR Case Management

HRSM Case is the primary Business Object for HR Service Management. HR Case Management has a distinct Business Object called HR Case. The two share some supporting Business Objects and Lookup Tables, and you must avoid overwriting data configured in HR Case when you apply HRSM.

Shared Lookup Tables include:

• Case Category
• Case Subcategory
• Case Priority
• HR Case Pending Reason
• HR Case Resolution Code
• HR Case Status

To avoid overwriting HR Case Management data, perform the following steps prior to publishing the Blueprint created while applying the Cherwell HRSM mApp Solution:

1. Select the HR Case Status object and select Edit Data.
2. Highlight all records listed and select File > Restore.
3. Select the Case Priority object and select Edit Data.
4. Highlight all records listed and select File > Restore.
5. Select the HR Case Pending Reason object and select Edit Data.
6. Highlight all records listed and select File > Restore.
7. Select the HR Case Resolution Code object and select Edit Data.
8. Highlight all records listed and select File > Restore.
9. Do not apply the Cherwell HR Service Management Starter Data mApp Solution file. It will overwrite the Case Catalog and Case Subcategory data and potentially overlay any Task Templates (Service Catalog Templates) that have been configured for HR Case Management.

HR Service Management and HR Case Management cannot function in the same environment as configured after the Cherwell HRSM mApp Solution is applied. The primary reason is the HR Case Status record contains commands to execute when moving to the next status. To configure this Business Object for HR Service Management, review each of the HR Case Status records and select the appropriate One-Step Action in the Next Status Command field that is associated with the HRSM Case Business Object.

To configure HR Service Management and HR Case Management to function in parallel:

1. Modify the HR Case Status Business Object to include an additional command field to store the HRSM Case One-Step Action.
2. Modify the Next Status from Relationship One-Step Action to use the new command field.