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This documentation supports the 25.1 version of BMC Helix Business Workflows.To view an earlier version, select the version from the Product version menu.

Schedules for recurring cases

Routine maintenance of assets is necessary to keep them in good working condition and it is done at regular intervals. As a case business analyst, define schedules for creating cases to track the recurring preventative maintenance activities of assets in a line of business. Schedules ensure that cases are automatically created according to the recurrence details defined in the schedule.

Example

Bob Baxter is a case business analyst in the Apex Global company. At the Pune site of Apex Global, the air conditioners need to be serviced every quarter. Bob Baxter creates a schedule, which recurs every 3 months on the 1st of that month, and relates the air conditioners to the schedule. A schedule instance is created for each quarter, and a case is automatically created for each instance and assigned to a case agent according to the assignment rules configured in the system.

Related topics

Creating-and-updating-schedules-for-recurring-maintenance-cases

Asset-integration-for-a-line-of-business

When you define a schedule, you need to attach a case template, specify recurrence details, and relate assets with the schedule. A case is created for each schedule instance by using the case template and the assets are associated to the case. When multiple assets are associated with a schedule, you can define the schedule to create one case for each asset or one case for all assets.

The following image shows an example of a schedule for quarterly maintenance of air conditioners:

image-2023-3-21_22-50-59.png

Capabilities provided for functional roles to work on schedules

The following chart shows the capabilities provided in BMC Helix Business Workflows for a case business analyst, case manager, and case agent to work on recurring case schedules:

22_1_05_RecurringCaseSchedulePersonas.jpg



 

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