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Number
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Auto-generated number for the case. Numbers for cases use the default prefix GOVCS.
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Opened
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Date and time that the case was opened.
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Applicant type
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Type of applicant:- Individual
- Business
- Agency
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Business
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Name of the business. If the business does not exist, the agent can create a business record from the case.
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Business contact
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Name of the business contact. If the business contact does not exist, the agent can create a business contact record from the case.
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Constituent
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Name of the constituent. If the constituent does not exist, the agent can create a constituent record from the case.
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Priority
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How quickly the agent should address the service request. Priority ranking is as follows:- 1 — Critical
- 2 — High
- 3 — Moderate
- 4 — Low \(default\)
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Channel
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Method by which the constituent initiated contact and the case was opened:- Web \(default\)
- Phone
- Email
- Chat
- Social
- Community
- Alert
- Virtual Agent
- In Person
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Primary purpose
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The reason that the constituent created the case: - **Constituent Benefits**: services that constituents can apply for.
- **Governance Procedures**: other types of cases such as Frauds, Appeals, Investigations, Complaints.
Defaults to **Constituent Benefits**.
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Service
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The requested service indicated in the case. By default, this field will show public services with ‘Service type’ = Service Requests.
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Assigned to agency
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Name of the agency that is assigned with the case.
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Requested by agency
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Name of the agency that requested the case.
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Assignment group
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Assigned government service agent group.
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Assigned to
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Agent\(s\) the case is assigned to. If a group is selected in the **Assignment group** field, the assigned agent must belong to this group.
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Service
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Requested service that is indicated in the case.
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Short description
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Brief description of the question, request, or issue. Users can use the related search results to find a list of knowledge base articles with a possible solution.
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Request Location
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Address Type
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The type of location where the issue is being reported. **Address** or **Intersection**
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Street
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The address where the issue is located. This field is only required if **Address**is selected as the Address type.
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First Cross Street, Second Cross Street
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The cross streets where the issue is located. This field is only required if **Intersection**is selected as the Address type.
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City
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The city where the issue is located.
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State/Province
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The state or province where the issue is located.
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ZIP/Postal Code
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The ZIP code or postal code where the issue is located.
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Country
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The country where the issue is located.
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Latitude, Longitude
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The coordinates where the issue is located. This field is required for either address type, and auto-populates based on the address data entered.
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Request Details
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Reported date
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The date that the case was submitted. This field defaults to the case creation date but can be changed.
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Description
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A description about the case status.
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Applicant Information
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Primary identification type
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The type of document used as a constituent identification:- Social Security Number
- State Identification Number
- Driver's License Number
- Medicare ID
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Identification field
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One of the following fields based on the selection in the **Primary Identification type** field: - Social Security Number
- State Identification Number
- Driver's License Number
- Medicare ID
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Email
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The email address of the requester.
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Street
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The street name for the primary address.
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City
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The city for the primary address.
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State/Province
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The state or province for the primary address.
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ZIP/Postal Code
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The ZIP code or postal code for the primary address.
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Country
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The country of the requester.
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Notes
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Watch list
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Users who receive notifications about this case when additional comments are added or if the state of a case is changed to **Resolved** or **Closed**. Click the add me icon to add yourself to the watch list.
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Work notes list
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Internal users who receive a notification about this case when work notes are added. You can only add internal users to the work notes list.Click the **add me** icon to add yourself to the watch list.
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Additional comments \(Constituent visible\)
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More information about the issue as needed. All users who can view incidents can also see additional comments.
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Work notes
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Information about how to resolve the case or steps taken to resolve it, if applicable.
Internal users who have been added to the Work notes list receive a notification that Case work notes have been added.
You can configure the notification, as required. The notes are viewable by the admin, agent, and agent manager.
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Contributors
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Contributor Users
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When a user with the case task agent role \(sn\_customerservice.case\_task\_agent\) is assigned to a case task, the user is added to the **Contributor Users** field.If this user is removed from the **Assigned to** field on the Case Task form, and this user is not assigned to any other tasks for the case, the user is also removed from the **Contributor Users** field.
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Contributor Groups
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When a user with the case task agent role \(sn\_customerservice.case\_task\_agent\) is assigned to a case task, the user's assignment group is added to the **Contributor Groups** field.If the user is removed from the **Assigned to** field on the Case Task form, and no other member of their assignment group is assigned to any other tasks for the case, the assignment group is removed from the **Contributor Groups** field.
If a group is removed from the **Assignment group** field on the Case Task form, and the group is not assigned to any other tasks for the case, the assignment group is removed from the **Contributor Groups** field.
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Resolution Information
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Resolved by
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The agent to whom the case is assigned when the case is resolved.
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Resolved
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Date and time that the case was resolved.
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Closed by
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Name of the user who closed the case.
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Closed
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Date and time that the case was closed.
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Resolution code
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List of the resolution states for the case.This field is mandatory when an agent proposes a solution for a case.
By default, this field is set to **Resources Not Approved**.
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Cause
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Details about the cause of the resolution.
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Resolution notes
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Details about how the case was closed. This field is mandatory if a government service agent or agent manager closes a case. If a constituent closes a case, it is not mandatory.
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Related Records
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Parent
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Associated parent incident that makes the current incident a child incident. **Note:** When the parent incident is resolved, the child incident is also marked as resolved.
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Problem
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Any related problem record.
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Change Request
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Any related change request.
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Caused by Change
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Associated change request that prompted the creation of the incident.
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