Creating a case with Ask HR
- Access the Ask HR form by performing one of these steps:
- Click Ask HR on the home page of the Knowledgebase.
- Use the link in the Ask HR widget on the home page of the Knowledgebase.
- Click Ask HR in your Knowledgebase.
- In the Ask HR form, select an option from the Quick Case menu or select a topic from the Topic menu.
- Specify this information:
- Quick Case
-
If this field is available, you can select an option, which populates the other fields of the form with pre-configured settings.
Note: If topic-driven quick cases are enabled by your administrator, then you can first select the topic to view only the quick cases that are associated with the selected topic.
- Topic
-
Select a topic from the list of topics configured for the selected population. If you select a quick case, the topic field shows the topic configured for that specific quick case.
Note: If you select a topic that is configured by your administrator with an email address of the appropriate team to handle the case in the routing settings, a case is not created. Instead, the information you specify in the Subject and Issue fields is sent to the configured email address. If your profile does not include a valid email address, the request is not sent and a case is created as usual.
- Subject
- Specify a keyword for the Knowledgebase search engine so that useful Knowledgebase pages are retrieved.
- Issue
- Provide a brief description for the issue, which the agent who services the case can use.
- Share Case with Manager
- Set to Yes to share the case with your manager.
- Optionally, add an attachment that can be helpful to describe the issue:
- In the Attachments section, click Add.
- Select a file to upload.
- Click Upload.
- Click Submit.