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If you don't see any help icons on your page, click your user image or name in the global header and select Show Help Icons. If the page has contextual help, help icons will appear.  \nGet Training  \nIncrease your knowledge of Oracle Cloud by taking courses at Oracle University.  \nJoin Our Community  \nUse Cloud Customer Connect to get information from industry experts at Oracle and in the partner community. You can join forums to connect with other customers, post questions, suggest ideas for product enhancements, and watch events.  \nShare Your Feedback  \nWe welcome your feedback about Oracle Applications user assistance. If you need clarification, find an error, or just want to tell us what you found helpful, we'd like to hear from you.  \nYou can [email your feedback t","cbCaiavq4qYyFumJ","https://ap.wps.com/l/cbCaiavq4qYyFumJ","pdf",1460413,112,"English","# About This Guide\n## Audience and Scope\n## Overview of Case Management\n# Set Up Case Management\n## Opt Out of Case Management\n## Profile Options, Lookups, and Scheduled Processes\n# Users and Security\n## Define Setup Users and Security\n## Resources and Households\n## Security Roles and Visibility\n# Categories\n## Manage Categories\n## Translate Category Names\n# Work Assignment and Routing\n## Assignments, Mappings, and Rules\n## Assignment Rules and Rule Sets\n# Action Plans\n## Set Up Action Plans\n## Oracle Process Automation with Action Plans\n# Adaptive Search\n## Use Adaptive Search for Case Management\n# Set Up Business Units\n## Multiple Business Units Enablement\n## Service Request Visibility and Security\n# Case Management Analytics\n## View Analyses Using OTBI\n# Import and Export\n## Import/Export Management and Setup Data\n# Extend Case Management\n## Visual Builder Studio and Dynamic UI\n## Dynamic Forms, Tables, and Containers","[{\"question\":\"Who is this guide intended for, and what is covered in scope?\",\"answer\":\"The guide is intended for people responsible for implementing Case Management. It focuses on configuring Case Management in Fusion Service and does not cover implementation of specific sales or service add-on capabilities.\"},{\"question\":\"How does the guide structure user security for Case Management?\",\"answer\":\"It explains setup users and security definitions, resources and households, resource teams, security roles, visibility, data security, and read-only access. It also covers how to secure business unit fields for service requests.\"},{\"question\":\"What topics are included for configuring work handling and assignments?\",\"answer\":\"The guide covers assignments, mappings, and rules, including assignment mappings and rule-based routing. It also provides tips for creating assignment rules and rule sets.\"},{\"question\":\"Which areas of analytics and data movement are addressed?\",\"answer\":\"It describes how to view Case Management analytics using OTBI, including relevant roles and subject areas. It also covers import/export management, including bulk export concepts and functional setup data handling between environments.\"}]","Oracle Fusion Service - Implementing Case Management - Guide | PDF",1789250205,39]