QuestionQ318

Case Management

Universal Containers opens cases from electronic transmissions sent by power units. The case-management process is as follows:

  • A work order is submitted to a field service team for a technical review.
  • Once the technical review is closed, an agent must contact the customer to review the activities.
  • Cases may be closed only after the customer review is complete.

Universal Containers must decide whether work orders and customer contacts should be stored as child cases or in a related custom object.

Which three factors should the consultant consider to satisfy these requirements?

Choose three
  • A Total number of account and contact records in the database
  • B Visibility and access to the work order records
  • C Account team relationship to the primary contact
  • D Case closure rules on the original case
  • E Work order and customer contact escalation requirements
Explanation

Child cases are Case records in a case hierarchy, so they have their own case visibility and access, status and closure behavior, and eligibility for case escalation rules. The design must therefore account for access to work-order records, automation or rules that prevent closing the original case before the customer review is complete, and whether the work-order and customer-contact records require independent escalation behavior. A related custom object would require separate security and automation rather than the standard Case features.

Learn more

Community Discussion

No comments yet. Be the first to start the discussion!