Associating a specification with a step

When you add a step to the life cycle of a case, you can add a description that explains the purpose of the step, who performs it, and under what time constraints. This description becomes a specification that is associated with the step. You can reuse this specification for other steps in this case and other case types.

1. In the Explorer panel, click Case types, and then click the case type that you want to open.
2. On the Workflow tab, click Life cycle.
3. Click a step name.
4. Click Step description goes here in the right navigation panel.
5. In the Step description window, enter a specification description.

   • To enter a new specification description, use the rich text editor.

     Note: You can use Microsoft Word to enter or modify a specification description instead of the rich text editor.

   • To reuse an existing specification, click Use existing:

     1. In the modal dialog box, search or browse for the specification that you want to use.

     2. Click the specification name to display more information about it.

     3. Click Select to choose the specification.

        In the Step description window, you can display a list of the other items associated with the selected specification, if applicable.

6. Click OK to apply your changes.