# 3. Pre-Requisite

#### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW19712872 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0" data-ccp-parastyle="heading 1">Pre-Requisite for Case Creation:</span></span></span>

<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Before creating Case below configurations should be done on Case settings. The configuration includes:</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

<div class="page-content" dir="auto" id="bkmrk-case-type-configurat"><div dir="auto"><div class="SCXW19712872 BCX0" id="bkmrk-case-type-configurat-1"><div class="ListContainerWrapper SCXW19712872 BCX0">1. <span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Case type configuration.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
2. <span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Case sub type configuration.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
3. <span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">SLA configuration.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
4. <span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Agent configuration.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"134233118":true,"201341983":0,"335559739":160,"335559740":279}"> </span>
5. <span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Case Owner Auto-Assignment Configuration.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"134233118":true,"201341983":0,"335559739":160,"335559740":279}"> </span>
6. <span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Case Association Configuration.</span></span>

</div></div></div></div>#### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW19712872 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0" data-ccp-parastyle="heading 2">Case type configuration.</span></span> </span>

<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Case type can be configured by navigating to Settings &gt;&gt; Cases &gt;&gt; Type</span><span class="NormalTextRun SCXW19712872 BCX0">. </span> <span class="NormalTextRun SCXW19712872 BCX0">It is mandatory to configure Work order type to configure Case type. </span><span class="NormalTextRun SCXW19712872 BCX0">Below are the parameters involved in Case type configuration.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/Mrvimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/Mrvimage.png)

<div class="page-content" dir="auto" id="bkmrk-add-type-%2F-bulk-uplo"><div dir="auto"><div class="SCXW19712872 BCX0" id="bkmrk-add-type-%2F-bulk-uplo-1"><div class="ListContainerWrapper SCXW19712872 BCX0">1. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Add type / Bulk upload:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> These are the options used to configure case type. Case type can be configured </span><span class="NormalTextRun SCXW19712872 BCX0">individually</span><span class="NormalTextRun SCXW19712872 BCX0"> or in bulk.</span></span>
2. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">List view:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> Case types configured can be </span><span class="NormalTextRun SCXW19712872 BCX0">viewed</span><span class="NormalTextRun SCXW19712872 BCX0"> in a dynamic table </span><span class="NormalTextRun SCXW19712872 BCX0">w</span><span class="NormalTextRun SCXW19712872 BCX0">ith related information like status, edit and </span><span class="NormalTextRun SCXW19712872 BCX0">delete</span><span class="NormalTextRun SCXW19712872 BCX0"> features.</span></span>
3. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Status:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"> <span class="NormalTextRun SCXW19712872 BCX0">To show the specific Case sub-type status whether active or inactive.</span></span>
4. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Edit:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To edit specific case type.</span></span>
5. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Delete:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To Delete specific case type.</span></span>
6. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Search:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To search specific Case type.</span></span>

</div></div></div></div>##### <span style="color: rgb(53, 152, 219);"><span class="TextRun SCXW19712872 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Add Case type page view:</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span></span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/4kOimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/4kOimage.png)

<span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

#### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW19712872 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0" data-ccp-parastyle="heading 2">Case sub</span><span class="NormalTextRun SCXW19712872 BCX0" data-ccp-parastyle="heading 2">-</span><span class="NormalTextRun SCXW19712872 BCX0" data-ccp-parastyle="heading 2">type configuration.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Case sub</span><span class="NormalTextRun SCXW19712872 BCX0">-</span><span class="NormalTextRun SCXW19712872 BCX0">type can be configured by navigating to Settings &gt;&gt; Cases &gt;&gt; </span><span class="NormalTextRun SCXW19712872 BCX0">Sub-Type</span><span class="NormalTextRun SCXW19712872 BCX0">. </span><span class="NormalTextRun SCXW19712872 BCX0">It is mandatory to configure </span><span class="NormalTextRun SCXW19712872 BCX0">Case </span><span class="NormalTextRun SCXW19712872 BCX0">type to configure Case </span><span class="NormalTextRun SCXW19712872 BCX0">sub-</span><span class="NormalTextRun SCXW19712872 BCX0">type. Below are the parameters involved in Case </span><span class="NormalTextRun SCXW19712872 BCX0">sub-type </span><span class="NormalTextRun SCXW19712872 BCX0">configuration.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/DW7image.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/DW7image.png)

<div class="page-content" dir="auto" id="bkmrk-sub-type%3A-to-key-in-"><div dir="auto"><div class="SCXW19712872 BCX0" id="bkmrk-sub-type%3A-to-key-in--1"><div class="ListContainerWrapper SCXW19712872 BCX0">1. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Sub-Type:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To key in manual input the Case sub-type name.</span></span>
2. **<span class="NormalTextRun SCXW19712872 BCX0">Select Case Type:</span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To </span><span class="NormalTextRun SCXW19712872 BCX0">select the case type &amp; associate with case sub-type.</span> <span class="NormalTextRun SCXW19712872 BCX0">It's</span><span class="NormalTextRun SCXW19712872 BCX0"> a mandatory </span><span class="NormalTextRun SCXW19712872 BCX0">option</span><span class="NormalTextRun SCXW19712872 BCX0"> to be selected while creating Case sub-type.</span></span>
3. **<span class="NormalTextRun SCXW19712872 BCX0">Add Sub Type &amp; Bulk Upload</span><span class="NormalTextRun SCXW19712872 BCX0">:</span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> These are the 2 options to configure Case sub-type in settings.</span><span class="NormalTextRun SCXW19712872 BCX0"> Add sub-type </span><span class="NormalTextRun SCXW19712872 BCX0">option</span><span class="NormalTextRun SCXW19712872 BCX0"> to create individual Case sub-type gets active only on selecting the Case type</span><span class="NormalTextRun SCXW19712872 BCX0"> to associate with Case sub-type.</span></span>
4. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">List view:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> Case sub-types configured can be viewed in a dynamic table with related information like status, edit and </span><span class="NormalTextRun SCXW19712872 BCX0">delete</span><span class="NormalTextRun SCXW19712872 BCX0"> feature.</span></span>
5. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Status:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To show whether the specific Case sub-type status </span><span class="NormalTextRun SCXW19712872 BCX0">whether </span><span class="NormalTextRun SCXW19712872 BCX0">active or inactive.</span></span>
6. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Edit:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To edit specific case </span><span class="NormalTextRun SCXW19712872 BCX0">sub-</span><span class="NormalTextRun SCXW19712872 BCX0">type.</span></span>
7. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Delete:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To Delete specific case </span><span class="NormalTextRun SCXW19712872 BCX0">sub-</span><span class="NormalTextRun SCXW19712872 BCX0">type.</span></span>
8. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Search:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To search specific Case sub-type.</span></span>

</div></div></div></div>#### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW19712872 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0" data-ccp-parastyle="heading 2">SLA configuration.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/gEVimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/gEVimage.png)

<div class="page-content" dir="auto" id="bkmrk-allow-sla-to-be-paus"><div dir="auto"><div class="SCXW19712872 BCX0" id="bkmrk-allow-sla-to-be-paus-1"><div class="ListContainerWrapper SCXW19712872 BCX0">1. <span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">**Allow SLA to be paused outside of working hour:** </span></span><span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">If User enables this feature,</span> <span class="NormalTextRun SCXW19712872 BCX0">SLA of the case will be paused outside of working hour.</span></span>
2. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Add SLA &amp; Bulk Upload:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> These are the 2 options to configure </span><span class="NormalTextRun SCXW19712872 BCX0">Response and Resolution </span><span class="NormalTextRun SCXW19712872 BCX0">SLA in Case settings.</span></span>
3. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">List view:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"> <span class="NormalTextRun SCXW19712872 BCX0">To show the SLA</span><span class="NormalTextRun SCXW19712872 BCX0"> configured in a dynamic table with related information like </span><span class="NormalTextRun SCXW19712872 BCX0">duration, SLA type, case type, case sub-type, asset category</span><span class="NormalTextRun SCXW19712872 BCX0">,</span> <span class="NormalTextRun SCXW19712872 BCX0">urgency, priority </span><span class="NormalTextRun SCXW19712872 BCX0">edit and </span><span class="NormalTextRun SCXW19712872 BCX0">delete</span><span class="NormalTextRun SCXW19712872 BCX0"> feature.</span></span>
4. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Edit:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To edit specific </span><span class="NormalTextRun SCXW19712872 BCX0">SLA</span><span class="NormalTextRun SCXW19712872 BCX0">.</span></span>
5. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Delete:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To Delete specific </span><span class="NormalTextRun SCXW19712872 BCX0">SLA</span><span class="NormalTextRun SCXW19712872 BCX0">.</span></span>
6. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Search:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To search specific </span><span class="NormalTextRun SCXW19712872 BCX0">SLA</span><span class="NormalTextRun SCXW19712872 BCX0">.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

</div></div></div></div>##### <span style="color: rgb(53, 152, 219);"><span class="TextRun SCXW19712872 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Add SLA page view:</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"134233118":false,"201341983":0,"335559739":0,"335559740":279}"> </span></span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/8SLimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/8SLimage.png)[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/c0Zimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/c0Zimage.png)

#### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW19712872 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0" data-ccp-charstyle="Heading 2 Char">Agent configuration</span><span class="NormalTextRun SCXW19712872 BCX0" data-ccp-charstyle="Heading 2 Char">.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span></span>

<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Make sure that the Agent details are available in </span><span class="NormalTextRun SCXW19712872 BCX0">the Agent</span><span class="NormalTextRun SCXW19712872 BCX0"> dashboard. If the Agent name does not exist, add using Add new agent from Agent module.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/ILvimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/ILvimage.png)<span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

#### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW19712872 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0" data-ccp-parastyle="heading 2">Case Owner Auto – Assignment Configuration.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Define Case Owner auto assignment rule using this configuration. This will </span><span class="NormalTextRun SCXW19712872 BCX0">impact</span><span class="NormalTextRun SCXW19712872 BCX0"> on the Case creation page.</span><span class="NormalTextRun SCXW19712872 BCX0"> The parameters involved in defining the auto assignment rule are, rule name, thresho</span><span class="NormalTextRun SCXW19712872 BCX0">ld, case type, case sub-type, skill sets etc.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/EObimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/EObimage.png)

<div class="page-content" dir="auto" id="bkmrk-add-rule%3A-to-define-"><div dir="auto">1. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Add Rule:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To define Case owner auto assignment rule.</span></span>
2. <span class="NormalTextRun SCXW19712872 BCX0">**List view:** </span><span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">To view all the rules configured.</span></span>
3. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Edit:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To edit the auto-assignment rule.</span></span>
4. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">View:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To view the auto-assignment rule.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

</div></div>#### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW19712872 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0" data-ccp-parastyle="heading 2">Case Association Configuration:</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Case Association configuration can be completed by navigating to Case Association from Case settings. </span><span class="NormalTextRun SCXW19712872 BCX0">Case Association will be based on Assets / Location.</span><span class="NormalTextRun SCXW19712872 BCX0"> Based on the issue type the User selects, </span><span class="NormalTextRun SCXW19712872 BCX0">case type, case sub-type, priority, urgency, response SLA, resolution SLA will </span><span class="NormalTextRun SCXW19712872 BCX0">get auto populated on Case creation page.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/ufnimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/ufnimage.png)

<div class="page-content" dir="auto" id="bkmrk-add-association%3A-to-"><div dir="auto"><div class="SCXW19712872 BCX0" id="bkmrk-add-association%3A-to--1"><div class="ListContainerWrapper SCXW19712872 BCX0">1. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Add Association:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To create Case Association.</span></span>
2. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">List view:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> List of Associations can be viewed in a dynamic table.</span></span>
3. <span class="NormalTextRun SCXW19712872 BCX0">**Status:** </span><span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Toggle icon in </span><span class="NormalTextRun SCXW19712872 BCX0">status column </span><span class="NormalTextRun SCXW19712872 BCX0">indicates</span><span class="NormalTextRun SCXW19712872 BCX0"> whether the association is active or inactive.</span></span>
4. <span class="NormalTextRun SCXW19712872 BCX0">**Edit icon:** </span><span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">To edit the Association.</span></span>
5. **<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Delete icon:</span></span>**<span class="TextRun SCXW19712872 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0"> To </span><span class="NormalTextRun SCXW19712872 BCX0">delete</span> <span class="NormalTextRun SCXW19712872 BCX0">the association.</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

</div></div></div></div>##### <span style="color: rgb(53, 152, 219);"><span class="TextRun SCXW19712872 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW19712872 BCX0">Case Association creation page view:</span></span><span class="EOP SCXW19712872 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":1,"335551620":1,"335559685":0,"335559737":0,"335559738":0,"335559739":0,"335559740":279}"> </span></span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/2jyimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/2jyimage.png)

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/ZoFimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/ZoFimage.png)

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