Configuring system settings
BMC HR Case Management provides numerous facilities for configuring the system options, such as company structure details, user groups, email settings, surveys, system menus.
Only users with Standard Administrator or Standard Master role can access the System Settings console and configure the system.
To access the System Settings console
- On the Quick Access bar, click Actions.
- Click System Settings.
The System Settings console displays a menu with settings that you can configure.
The System Settings console provides the following options:
Navigation menu | Navigation sub-menu | You can ... | For details see |
|---|---|---|---|
Foundation | Company | View company name | |
Groups | Create/delete/modify user groups | ||
Organizations | Create/delete/modify company organizations, and departments within organizations. | ||
Roles Management | Create/delete/modify custom roles for system users | ||
SLA Configuration | Create/delete/modify service level agreements for cases | ||
Survey Configuration | Create/delete/modify surveys related to cases that users are asked to complete when requests are resolved. | ||
Survey Review | View surveys submitted by users | ||
Application Settings | Approval Matrix | Create/delete/modify approval processes for cases that require some manager approval | |
Approval Process Configuration | Configure case approvals | ||
Audit Configuration | Configure logging of operations related to cases, tasks, and people records | ||
Categories and Regions | Create/delete/modify categorization tiers to organize cases, tasks, sites, and site regions | ||
Console Queries | Create/delete/modify search filters for Cases , Tasks , People , and Solutions consoles | ||
Journal Templates | Configure the journal template for cases, tasks, and solutions | ||
Menus | Create/delete/modify library for menus that are used in different consoles | ||
Notification Templates | Create/delete/modify notification templates library | ||
Origins | Create/delete/modify origins for cases and tasks | ||
Priority | Create/delete/modify sets of priorities for cases and tasks | ||
Rules | Create/delete/modify rules that are triggered when a qualification is met. | ||
Solution Category | Create/delete/modify categories and subcategories for solutions | ||
Email Settings | Incoming Email - Review | Review emails that are sent to HR support | |
Incoming Email - Sender Ignore | Configure to ignore cases creation when emails are sent to HR support mailbox from specific senders | ||
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/modify cities library | |
Countries | Create/delete/modify countries library | ||
Postal Codes | Create/delete/modify postal codes library | ||
Sites | Create/delete/modify company sites | ||
States/Provinces | Create/delete/modify library of states and provinces | ||
Advanced Settings | Actions | Customize the Actions menu | |
File Types | Configure blocking of file types | ||
Form library | Modify forms library | ||
Home Page Settings | Configure the Home page appearance | ||
HTML Config | Configure HTML for the Messages and Search consoles | ||
Journal icons | Configure icons for documents attached to cases, tasks, solutions Journal | ||
Message Catalog | Create/delete/modify messages for system errors | ||
Modules | Create/delete/modify system modules | ||
Related Item Types | Create/delete/modify related items for cases, tasks. | ||
System Settings Console Config | Create/delete/modify subcategories in the System Settings console | ||
URL Link Settings | Configure URL links |