• Edison™ Datalogue™ Connect
  • Administrator's Guide
  • DOC2237421 Revision 6

Activating a Case Creation Automation Instruction

  1. Click the Configuration menu icon () on the left vertical pane.
  2. Click Case Automation.
    The Case Automation Instruction List page is displayed.
  3. Select a site from the Selected Site drop-down list. The organization name is displayed in bold and its associated sites are displayed below.

    The list of case creation automation instructions is displayed. For each instruction the information displayed is Updated Date, Instruction Name, Created By, Status (displays that status of case creation instruction i.e. Suspended and Activated) and the Actions column provide you with the options to Activate, Suspend, Edit and Delete case creation automation instruction.

    On selecting the site, the Create New Instructions button is enabled.

    Note:

    Only those sites to which you have access are available for selection. If no case creation automation instruction is created for the selected site, then the message is displayed as No Case Automation instructions exist for this site.

  4. For the case creation automation instruction which you want to activate, click Activate from the Actions column..

    The Activate Case pop-up displays with the following message: "Would you like to activate the [Instruction Name] instruction?"

  5. Click Activate.

    If the instruction is activated the following pop-up message is displayed: "Successfully activated".

    Note:

    If the instruction fails to activate the following notification is displayed: "An error has occurred. Please try again."

    The Case Automation Instruction List page updates with the instruction status as Active for the case creation automation instruction.