Viewing the Foundation data for a line of business
Agents tab | Categorization tab | Support Groups tab |
|---|---|---|
The Agents tab lists the users who have access to the line of business. The following information is displayed for each user:
| The Categorization tab displays the case category and subcategories that are configured for the line of business. The category tiers help in the case assignment and classification of cases. The following information is displayed for each category:
| The Support Groups tab displays the support groups that are available in the line of business. The following information is displayed for each support group:
|
To view the Foundation data for a line of business
As a case business analyst, you can view the Foundation data for each line of business that includes categories, support groups, and users who have access to the line of business.
- Log in to BMC Helix Business Workflows and click Settings
. - Select Line of Business > Manage Line of Business.
- Click the following tabs to view the Foundation data:
- Agents
- Categorization
- Support groups
- Perform the following actions on these tabs:
- To filter the data in the grid, click Filter and apply the available filters.
- To export the grid data in CSV format, click Export.
- To view specific columns in the grid, click Visible columns and select the required columns to be displayed in the grid.