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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.

System Settings console

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

Organizations

Create, delete, or modify company organizations, and departments within organizations.

Groups

Create, delete, or modify user groups

Roles Management

Create, delete, or modify custom roles for system users

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. 

Survey Review

View surveys submitted by users

Application Settings

Approval Matrix

Create, delete, or 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, or modify categorization tiers to organize cases, tasks, sites, and site regions

Console Queries

Create, delete, or modify search filters for Cases, Tasks, People and Solutions consoles

Journal Templates

Configure the journal template for cases, tasks, and solutions

Menus

Create, delete, or modify library for menus that are used in different consoles

Notification Templates

Create, delete, or modify notification templates library

Origins

Create, delete, or modify origins for cases and tasks

Priority

Create, delete, or modify sets of priorities for cases and tasks

Rules

Create, delete, or modify rules that are triggered when a qualification is met.

Solution Category

Create, delete, or 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, 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

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, or modify messages for system errors

Modules

Create, delete, or modify system modules

Related Item Types

Create, delete, or modify related items for cases, tasks.

System Settings Console Config

Create, delete, or modify subcategories in the System Settings console

URL Link Settings

Configure URL links

 

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