Using the contextual side panel in License and Permit Playbook
The contextual side panel provides you with the tools that can help you to research and resolve problems about your cases.
The contextual side panel in the CSM Configurable Workspace gives you access to information that can help you resolve license and permit request cases.
It includes a column of icons that you can select to access different types of information.
The following table shows you the tabs that you should see on the contextual side panel in the License and Permit Playbook.
| Field | Description |
|---|---|
| Record information icon Image omitted: contextual-side-panel-record-info.png Record information icon | Relevant information about a record. In License and Permit Playbook, the ribbon displays the record information, constituent details, the case timeline, and the active and inactive service level agreements \(SLAs\). For more information on how to view information about the ribbon in playbooks, see Viewing the ribbon information in License and Permit Playbook. |
| Activity stream icon Image omitted: activity-stream-icon.png Activity stream icon | Ability for you to communicate with requesters and make internal notes about the work that is done on a record. |
| Attachments icon \( Image omitted: attachments-icon.png Attachments icon\) | Ability for you to attach knowledge base content to a response to the requester in the activity stream. |
| Dynamic Related Records icon \( Image omitted: checklist-icon.png Dynamic Related Records icon\) | Related records in the contextual side panel that dynamically change based on the context of the current record or playbook activity. |
| Email template icon \( Image omitted: email-template-icon.png Email template icon\) | Reusable content for the subject line and message body of email notifications. |
| Template icon \( Image omitted: template-icon-2.png Templates icon\) | Standard content that is related to resolving the issue. To create a template, select the template icon Image omitted: create-icon.png Create template icon.. |