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Setting goals and deadlines for case resolution

You can set goals and deadlines for a case type to enforce your service-level agreements, which are measured from the time that a case is created to the time that the case is resolved. By using goals and deadlines, you encourage case workers to resolve cases on time.

Tip: To configure advanced options for a goal and deadline, use the Service-level agreement form.

  1. In the Explorer panel, click Cases, and then click the case type that you want to open.

  2. On the Settings tab, click Goal & deadline.

  3. Select the Consider goal and deadline check box.

  4. Select one method for calculating your goal and deadline times:

  5. Define the suggested resolution time for a case by completing the fields below the Goal label:

  6. Define the required resolution time for a case by completing the fields below the Deadline label:

  7. Click Save.

    Your settings are stored in the pyCaseTypeDefault service-level agreement rule.

At run time, you can review the Case Details section of a case to find out how much time remains to meet the goal or deadline.