Define Case Focus

Explanation

Use this activity to define the case focus. A case focus describes what the case owner should focus on at a given time, when working on a case, e.g., New, Investigating, In Progress. This is used along with the focus date to indicate when the focus should be changed next.  When following up on the cases which are in progress, the case focus can be used to determine whether any actions need to be taken regarding the case.

Prerequisites

There are no prerequisites.

System Effects

As a result of this activity, you will be able to define the case focus for a case.

Window

Case Basic Data

Related Window Descriptions

Case Basic Data
Case Basic Data/Case Focus

Procedure

1. Open the Case Basic Data window, and click the Case Focus tab.
2. Create a new record (F5).
3. Enter a case focus ID and a description in the Case Focus field and the Description field respectively.
4. To set a default case focus for the cases, select the Default check box. Alternatively, once the records have been saved, you can right-click and then click Set/Unset Default to set the selected case focus as the default; thereby discarding any other default setting. 
5. To specify the order in which the case focus should appear in a List of Values, enter a number greater than zero in the LOV Order field. 
6. Save the record (F12).