Service Infractions policies define infraction criteria, case stages and phases, and
the penalties applied to clients who exceed thresholds.
Before you begin
Open the Service Infractions module to the
Policies tab.
About this task
Policies are created by the system administrator. At least
one policy must be active before cases can be created by system
users.
Procedure
-
Click Add.
The Add A Policy dialog box appears.
-
Enter the policy information.
-
Click OK.
Results
A policy card is created. To edit the policy card, use the
policy Information pane on the Policies
tab.
What to do next
Define all additional policy information (for example,
Infraction Criteria and Violation Alert details) before activating the policy.
