The procedure to apply a category action within an ASB case is as follows:
), select ASB Case as the Search for and Search by category, and enter the Case Reference as the search criteria
1.
2. Each progression stage option is summarised in the table below.
Note
1 Additional search criteria may need to be employed (e.g. start date range, category, company, status) to ensure that the correct ASB case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.
2 System validation rules ensure that only those options appropriate to the current progression stage of the ASB category are available for selection.
Field |
Description |
Next Step |
New Category |
Applied in the instance where a new ASB classification pairing is to be linked to a case. |
This requisite step is covered separately in the topic To link a new category to an ASB case. |
Revise Category Priority |
Applied in the instance where an alternative priority weighting is to be set for the ASB category. |
This requisite step is covered separately in the topic To reprioritise a category within an ASB case. |
Complete Category |
Applied in the instance where all required actions relevant to the ASB category have been completed. |
This requisite step is covered separately in the topic To complete a category within an ASB case. |
Cancel Category |
Applied in the instance where progression of the ASB category is no longer required. |
This requisite step is covered separately in the topic To cancel a category within an ASB case. |
See related topics...
ASB category progression management overview
To link a new category to an ASB case
To reprioritise a category within an ASB case
To complete a category within an ASB case