Configuring system settings
In BMC HR Case Management, users with Standard Administrator or Standard Master role can configure system options such as company structure details, user groups, email settings, and surveys.
You can access the System Settings console by clicking Actions > System Settings on the BMC HR Case Management home page.
The System Settings console includes multiple categories with configurable settings as described in the following table:
| Category | Configuration setting | Purpose | Reference topic |
|---|---|---|---|
| Foundation | Company | View company name | Configuring company organizational structure |
| Organizations | Create, delete, or modify company organizations, and departments within organizations. | Configuring company organizational structure | |
| Groups | Create, delete, or modify user groups | Adding groups and roles | |
| Roles Management | Create, delete, or modify custom roles for system users | Adding groups and roles | |
| SLA Configuration | Create, delete, or modify service level agreements for cases | ||
| Survey Configuration | Create, delete, or modify surveys related to cases that users are asked to complete when requests are resolved. | Configuring surveys | |
| Survey Review | View surveys submitted by users | Reviewing surveys | |
| Application Settings | Approval Matrix | Create, delete, or modify approval processes for cases that require some manager approval | Configuring case approvals |
| Approval Process Configuration | Configure case approvals | ||
| Audit Configuration | Configure logging of operations related to cases, tasks, and people records | Configuring auditing for records history | |
| Categories and Regions | Create, delete, or modify categorization tiers to organize cases, tasks, sites, and site regions | Configuring categorization tiers for cases, sites, and site regions | |
| Console Queries | Create, delete, or modify search filters for Cases, Tasks, People and Solutions consoles | Configuring search filters for consoles | |
| Journal Templates | Configure the journal template for cases, tasks, and solutions | Adding journal templates and related items types | |
| Menus | Create, delete, or modify library for menus that are used in different consoles | Configuring menus | |
| Notification Templates | Create, delete, or modify notification templates library | Configuring notification templates | |
| Origins | Create, delete, or modify origins for cases and tasks | Configuring origins and priorities for cases | |
| Priority | Create, delete, or modify sets of priorities for cases and tasks | Configuring origins and priorities for cases | |
| Rules | Create, delete, or modify rules that are triggered when a qualification is met. | Configuring rules | |
| Solution Category | Create, delete, or modify categories and subcategories for solutions | Configuring categories for solutions | |
| Email Settings | Incoming Email - Review | Review emails that are sent to HR support | Reviewing emails |
| Incoming Email - Sender Ignore | Configure to ignore cases creation when emails are sent to HR support mailbox from specific senders | Configuring emails | |
| Incoming Email - Settings | Configure automatic cases creation when emails are sent to HR support mailbox | ||
| Incoming Email - Subject Exclusion | Configure to ignore cases creation when emails with a definite subject are sent to HR support mailbox | ||
| Locations | Cities | Create, delete, or modify cities library | |
| Countries | Create, delete, or modify countries library | ||
| Postal Codes | Create, delete, or modify postal codes library | ||
| Sites | Create, delete, or modify company sites | ||
| States/Provinces | Create, delete, or modify library of states and provinces | ||
| Advanced Settings | Actions | Customize the Actions menu | Configuring the application appearance |
| File Types | Configure blocking of file types | Configuring file types and icons | |
| Form library | Modify forms library | Configuring forms and modules | |
| Home Page Settings | Configure the Home page appearance | Configuring the application appearance | |
| HTML Config | Configure HTML for the Messages and Search consoles | Configuring URL links and HTML | |
| Journal icons | Configure icons for documents attached to cases, tasks, solutions Journal | Configuring file types and icons | |
| Message Catalog | Create, delete, or modify messages for system errors | Configuring messages for system errors and notifications | |
| Modules | Create, delete, or modify system modules | Configuring forms and modules | |
| Related Item Types | Create, delete, or modify related items for cases, tasks. | Adding journal templates and related items types | |
| System Settings Console Config | Create, delete, or modify subcategories in the System Settings console | Configuring the application appearance | |
| URL Link Settings | Configure URL links | Configuring URL links and HTML |
Was this page helpful? Yes No
Submitting...
Thank you
Comments
Log in or register to comment.