Administering
BMC Helix Business Workflows provides out of the box configurations to enable organizations to get started with the product. However, as a case business analyst and an administrator, you can configure the product according to your requirements.
You can configure the business flows, roles and permissions for users, automate various processes and tasks, establish a knowledge base for multiple departments, and so on for your organization.
The following topics in this section describe the procedures to configure the product and other settings:
Action | Reference |
|---|---|
Address the personal data protection and privacy requirements associated with the General Data Protection Regulation (GDPR). | |
Understand permissions and add users in BMC Helix Business Workflows. | |
Configure templates and email IDs that are specific to an organization. | |
Configure service targets to attach milestones to cases so that agents can track the progress of cases. | |
Create custom notifications to notify users according to your business requirements. | |
Configure approvals for BMC Helix Business Workflows. | |
Establish a knowledge base for agents to access reference information easily. | |
Automate BMC Helix Business Workflows to reduce manual intervention by agents. | |
Identify users’ sensitive information as confidential data and grant restricted access to the confidential data. | |
Enable users to electronically sign documents by using Adobe Sign. | |
Add a relationship types when relating cases and users. | |
Tailor BMC Helix Business Workflows according to the business requirements. | |
Export and import content packages to move customized data in BMC Helix Business Workflows |
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