Components installed with Workplace Case Management
Several types of components are installed with activation of the Workplace Case Management application, including tables, user roles, and business rules.
Note: The Application Files table lists the components that are installed with this application. For instructions on how to access this table, see Find components installed with an application.
Demo data is available for this feature.
Roles
| Role title \[name\] | Description | Contains roles |
|---|---|---|
| Group roles: Workplace Event Planners | AI agentic workflow autonomously assigns emergency maintenance request and change event request submitted by a workplace user. For more information, see Manage temporary space closures agentic workflow and Help manage workplace reservations agentic workflow. | - sn\_wsd\_case.case\_writer - sn\_wsd\_rsv.reservation\_planner |
| Workplace Case Management admin\[sn\_wsd\_case.admin\] | - Sets up data related to workplaces services. - Creates workplace services. - Has complete access to the application. | sn\_wsd\_case.manager |
| Workplace case Manager\[sn\_wsd\_case.manager\] | - View all cases. - Manage cases. - Create, read, update, and delete Case templates. - Create, read, update, and delete Task templates. - Create, read, update, and delete Workplace Services. - Create, read, update, and delete Workplace Service Activities. - Create, read, update, and delete Approval options. - Create, read, update, and delete an Escalation rule. - Create, read, update, and delete Fulfillment instructions. - Perform agent-related actions. | - template\_editor\_global - sn\_wsd\_case.workplace\_agent |
| Workplace case agent\[sn\_wsd\_case.workplace\_agent\] | In addition to all the permissions of a Workplace case writer,- Can view flow executions. - Can write knowledge base articles. | - sn\_wsd\_case.case\_writer - sn\_wsd\_core.kb\_writer - flow\_operator |
| Workplace case writer\[sn\_wsd\_case.case\_writer\] | - Create, read, update, and delete Workplace Tasks. - Read Task templates. - Create, read, update, and delete Workplace cases. - Read the following: - Escalation rules - Fulfillment instructions | - sn\_wsd\_core.task\_writer - sn\_wsd\_case.case\_reader |
| Workplace case reader\[sn\_wsd\_case.case\_reader\] | Has read permissions to access all - Workplace tasks - Workplace cases | sn\_wsd\_core.task\_reader |
| Workplace reservation admin sn\_wsd\_case.bypass\_services\_limitation | With this role, user can see all the service items while creating a reservation, even which are in the lead time. User can remove an added service item for an existing reservation, even if it is
Can configure Lead time of ordering at service item or service item location. | sn\_wsd\_case.bypass\_services\_limitation |
| Role | Description | Contains roles |
|---|---|---|
| Workplace user\[sn\_wsd\_core.workplace\_user\] | From Workplace Case Management version 1.21.0, this role has write access to the Workplace Case \[sn\_wsd\_case\_workplace\_case\] table. | None |
Tables
| Table | Description |
|---|---|
| Workplace Case\[sn\_wsd\_case\_workplace\_case\] | Extends Workplace Task [sn_wsd_core_workplace_task] table. Stores information about all the Workplace cases in the application.: If WSD: Archive old workplace tasks archival rule is applied then Workplace Case [sn_wsd_case_workplace_case] table is also archived. For more information, see Apply the archive rule. |
| Workplace Service\[sn\_wsd\_case\_workplace\_service\] | Extends the Application File table. Stores information about all the Workplace Services in the application. |
| Workplace Service Activity\[sn\_wsd\_case\_workplace\_service\_activity\] | Extends the Application File table. Stores information about all the Workplace Service Activities in the application. |
| Case Tier Escalationsn\_wsd\_case\_tier\_definition | Stores information about all the workplace case escalation rules created in the application. |
| Fulfillment Instructionsn\_wsd\_case\_fulfillment\_instruction | Stores information about all the fulfillment instructions created for workplace services in the application. |
| Request Service Items\[sn\_wsd\_case\_service\_item\_request\] | Stores information about all the workplace service items requested using a workplace service.Note: If WSD: Archive old workplace tasks archival rule is applied then Request Service Items [sn_wsd_case_service_item_request] table is also archived. For more information, see Apply the archive rule. |
| Workplace Service Item Location\[sn\_wsd\_case\_m2m\_service\_item\_location\] | Extends the Workplace Service Location table. Stores information about all the workplace service item locations added in the application. |
| Workplace Service Location\[sn\_wsd\_case\_m2m\_service\_location\] | Stores information about all the workplace service locations. |
| Workplace Field Mapping\[sn\_wsd\_case\_workplace\_field\_mapping\] | Stores information about all the workplace field mappings created in the application. |
| Workplace Service Item\[sn\_wsd\_case\_workplace\_service\_item\] | Stores information about all the workplace service items created in the application. |
| Workplace Template Configuration\[sn\_wsd\_case\_workplace\_template\_configuration\] | Stores information about all the workplace template configurations created in the application. |
Parent Topic:Workplace Case Management references
Related topics