Form - Record ownership strategies
From All n One's bxp software Wixi
In bxp software (bxp) the ability to use the Form structure to store tickets / cases means that there are a number of different considerations when approaching management of the processes.
This article explores the different potential approaches for you to decide which one would suit your operation best which can then be built and applied to your process.
This articles requires different modules to be available for different scenarios
Contents
- 1 No ownership
- 2 Creation ownership
- 3 Predetermined ownership
- 4 Interim ownership
- 5 First Come First Served (FCFS) strategy
- 6 Grouped FCFS strategy
- 7 FCFS with Ownership on Contact strategy
- 8 FCFS with Elected / Escalated Ownership strategy
- 9 Ownership by Flag / Status strategy
- 10 Form Transfer approach
1 No ownership
Applies to: Inbound, Outbound, Case Management
2 Creation ownership
Applies to: Inbound
3 Predetermined ownership
Applies to: Inbound
4 Interim ownership
Applies to: Inbound, Case Management
5 First Come First Served (FCFS) strategy
Applies to: Outbound
6 Grouped FCFS strategy
Applies to: Outbound
7 FCFS with Ownership on Contact strategy
Applies to: Blended (Inbound with Outbound)
8 FCFS with Elected / Escalated Ownership strategy
Applies to: Outbound
9 Ownership by Flag / Status strategy
Applies to: Inbound, Case Management
10 Form Transfer approach
Applies to: Inbound, Outbound, Case Management
