Configure Automation on a Case Template

The Automation panel allows PLL administrators to configure a case template so that cases automatically advance from one specified status to the next specified status when all fees have been paid in full.

PREREQUISITES:

  • The Business Case security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.
  1. From the home page, click PLL and click Case Templates.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. On the Case Templates panel, select a template.
  1. On the Automation panel, select a Case Status and a Next Case Status using the drop-down lists.
  2. Select the All Fees must be paid in full check box.

TIP: Leaving this check box cleared is a useful way to implement phased payments on a case template.

NOTE: Admin automatically saves the changes you make. A notification pops up at the bottom to verify changes have been saved.