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Configuring Journal

When an HR agent works on a case, task, or solution, the agent can use the Journal section or tab to add information such as a note, email, or document. To improve efficiency for the agent, you can create journal templates that contain the relevant information.

To create a journal template

  1. Open System Settings console.
  2. Select Application Settings > Journal Templates.
  3. Click New.
  4. From the Form Name field, select the form that contains the fields you want to use in the template.
  5. In the Template Name field, enter a name, which will appear in the template list on the Case, Task, or Solution page.
  6. Click in the Content field and enter the text for the template.
    To add a field from the form you selected, select a field from the Form Fields list and click Insert Field to Content. Repeat this step to add additional fields.
  7. Click Save & Close.

When an HR agent or employee adds an attachment in the Journal section of a case, task, or solution, an icon appears next to the attachment. The icon that is displayed varies depending on what type of file is attached. For example, if a Microsoft Word document is attached, the following icon is displayed with the file:

worddocicon.png

You can add icons for new extensions, or you can modify the current icons.

To configure icons for attached documents

  1. Open System Settings console.
  2. Select Advanced Settings > Journal Icons.
  3. Click New.
  4. In the File Extension field, enter an extension.
  5. From the Resource Definition list, select a definition.
  6. Click Save & Close.

 

 

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BMC HR Case Management 4.7