CSM - Create Product Case |
Create a case for a product. |
CSM - Assign Case to an Agent |
Create a case and assign it to a customer service agent. |
CSM - Assign Asset on Case |
Assign an asset to a case. |
CSM - Assign Entitlement |
Assign an entitlement to a case. |
CSM - Escalate an Account |
Escalate an account. |
CSM - Escalate a Case |
Escalate a case. |
CSM - Create Special Handling Notes |
Create special handling notes for a case. |
CSM - Close a Case |
Close a case. |
CSM - Time Recording |
Record the time worked on a case. |
CSM - Register New Case Type |
Register a case type and verify the record is created. |
CSM - Project Manager create Project for an Account |
Project Manager creates project for an account. Note: Requires Customer
Project Management. |
CSM - Project Manager identify Project Contact |
Project manager identifies customers to a project. Note: Requires Customer
Project Management. |
CSM - Project Manager create project task and assign to a customer |
Project manager creates project task and assigns to a customer. Note: Requires
Customer Project Management. |
CSM - Create Case from Project |
Create a case from project. |
CSM - Create Case from Project Task |
Create a case from project task. |
CSM - Create Task from Case |
Create task from case. |
CSM - Agent Creating Request for Customer |
As a customer service agent, create a request for a customer. Note: Requires
Customer Service Request Integration. |
CSM - Agent Create Cases from a Project |
As a customer service agent, create a case from a project. Note: Requires
Customer Project Management. |
CSM - Agent Create Cases from a Project task |
As a customer service agent, create a case from a project task. Note: Requires
Customer Project Management. |
CSM - Agent Create Change Requests for a project |
As a customer service agent, create a change request for a project. |
CSM - Create CHG from Case |
Create a change record from a case. |
CSM - Create Incident from Case |
Create an incident record from a case. |
CSM - Create Major Case and its Child Cases |
Create a major case and the associated child cases for the customer accounts
in the recipient list. Note: Requires Major Issue Management. |
CSM - Create Order Case |
Create a case for an order. Note: Requires Customer Service Management for
Orders. |
CSM - Create Order Case as Customer from CSM Portal |
Create an order case as a customer from the Customer Service Portal.
Note: Requires Customer Service Portal. Also requires that the test be run as
admin. |
CSM - Create Problem from Case |
Create a problem record from a case. |
CSM - Create Proactive Case by NOC Operator |
Verify if a proactive case is created. Note: Requires Proactive Customer
Service Operations with Event Management. |
CSM - Employee creating case OBO customer |
As an employee with the proxy contact role
(sn_customerservice_proxy_contact), create a case from the self-service portal on
behalf of a customer. Note: Requires the CSM Extension for Proxy Contacts.
|
CSM - Lookup Type Skill Determination Rule Test |
Create a lookup type skill determination rule. Note: Requires Skill
Determination. |
CSM - Manager creating request OBO customer from CSM portal |
As a user with the case manager role, create a case on behalf of a customer
from the Customer Service Portal. Note: Requires Customer Service Request
Integration.
|
CSM - Simple Type Skill Determination Rule Test |
Create a simple type skill determination rule. Note: Requires Skill
Determination. |
CSM - Advanced Type Skill Determination Rule Test |
Create an advanced type skill determination rule.
Note: Requires Skill Determination.
|
CSM - Service Contracts covered under Sold Product |
Create sold products and service contracts and associate service contracts to
a sold product. Verify the association between the active contracts and the sold
product. Note: Requires Customer Service Install Base Management. |
AWA - Create New Service Channel |
Create a new service channel in the Advanced Work Assignment application.
Note: Requires Advanced Work Assignment for CSM.
|
ITAM - Create Service Model |
Verify that you can create a service model, which is a type of product
model. |
ITAM - Create Service Model copy |
Verify that you can create a copy of a service model, which is a type of
product model. |
CSM-ITOM - Create Child Cases for Proactive Major Case |
Create a child case for a proactive major case using recipient
list. Note: Requires Proactive Customer Service Operations with Event
Management. |