About this guide
This guide provides information about key concepts and practices that are related to the setup and configuration of an Infor Case Management service center.
Intended audience
This guide is intended for customers who use Case Management as setup administrators.
Organization
This table shows the main topics that are described in this guide.
| Section | Description |
|---|---|
| Overview | Essential components and concepts |
| Populations | Setup for employee populations that are used in case routing |
| Case Configuration | Setup for case forms |
| Survey Configuration | Setup for surveys that employees submit |
| Service Groups and Service Center Users | Setup for groups of managers, agents and for employees |
| Automated Routing | Setups for elements that determine how cases are routed to service groups |
| General Settings | Application settings and settings for export and telephony |