Shortcut rules
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Records can be created in various ways. You can add a new record to your application or copy an existing one. You can specialize existing rules by creating a copy in a specific ruleset, against a different class or (in some cases) with a set of circumstance definitions. You can copy data instances but they do not support specialization because they are not versioned.
Based on your use case, you use the Create, Save As, or Specialization form to create the record. The number of fields and available options varies by record type. Start by familiarizing yourself with the generic layout of these forms and their common fields:
This information identifies the key parts and options that apply to the record type that you are creating.
Create a Shortcut rule by selecting Shortcut from the Report category.
NOTE: You cannot create a shortcut until you have created or added reports to the application, and made them available in the Report Browser in the Case Manager portal. To add reports to the Report Browser, you need at least one personal category. To share shortcuts, you need to have at least one shared category in which to place the shortcuts.
A Shortcut rule has four key parts:
Field |
Description |
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Identifier |
Enter a name for the shortcut. Using a brief but distinctive name is helpful, as a manager using the portal may see similarly-named shortcuts provided by a number of developers and other managers. |
| Owner Type |
Select an option:
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| Owner |
Options for this field depend on the shortcut's Owner Type:
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| Category Name | Select a category for this shortcut from the categories available for the shortcut's Owner. |
Click Create and open to create the shortcut. Complete the fields on the Shortcut tab and save the rule.
When searching for a Shortcut rule, the system:
Time-qualified resolution features are not available for Shortcut rules.