<Glossary>
automated case routing
The process by which populations, service groups, and case
topics are combined to determine the service group that is best equipped to
resolve the case.
case
A ticket that is generated in the system by a service agent or
employee.
case form
The form that is configured for a specific population
and which is populated by the person who is creating or modifying the case to
record important details about the case.
population
A collection of employee users, usually defined by
criteria such as language, region, or job level.
service group
A collection of service agent that serves one or more
populations.
topic
The broadest categorization that can be assigned to a case, such as
benefits, careers, or pay.
employee
A worker whom the service center serves.
service manager
A service center user who is a member of the ServiceMgr group. Service
managers can be assigned to cases. They can be designated to access a manager dashboard,
which they can use to monitor activity for one or more service groups.
service agent
A service center user who is a member of the ServiceRep group. Service
agents can be assigned to work on cases.
service center user
A service agent, manager, or administrator who uses
the service center to assist employees or to optimize service center
performance.
set up administrator
A service center user who is a member of the ServiceAdmin group and who
administers site setup and ongoing configuration.
knowledgebase
The Infor HCM portal that is linked to the service
center.
emulation
Functionality that permits a service agent to see an employee's view of
the Infor Knowledgebase to help the employee navigate to content that helps to resolve the
issue.
queue
A list of cases that is relevant to the agent or
manager.
chat queue
A list of employees who are waiting to
chat.
SLA date
The service level agreement date, the date that the
case is expected to be resolved.
secured/unsecured
A secured case is visible only to members of the Service Group to which
the case is assigned. An unsecured case is visible by any service center user that serves
the employee's population.