Populate the HR Case

  1. Populate the Requestor field.
  2. Complete Step 1: Record the Details. Both of the description fields are required. Call Source will default to Phone for manually opened tickets and Portal or Email if they are opened through inbound email integration or thru the User Portal.
  3. Classify the ticket by selecting the Category and Subcategory.
  4. The Owned by Team will pre-populate based on the Category and Subcategory selected.
  5. Select a Priority for the ticket (ASAP, Important, Normal).
  6. Review the requestor's Active and Resolved Cases in the Form Arrangement.
  7. Click Save.