Policy/Case Setup - Introduction

The Policy/Case Setup dialog box (also known as the Master Setup List) is where preferences for statuses, workflows, requirements and other aspects of the SmartCaseManager module are configured.

Note: To learn about other important SmartCaseManager settings, see Pending Cases - User Setup. To access the Master Setup List, select Setup from the side menu and then select Policy/Case Setup from the expanded menu.

Note: Only users with the Pending Case \& Policy Setup Administrator user right can access Policy/Case Setup. See User Accounts - User Rights Content Link.

To navigate the various sections of the Master Setup List, use the left menu. Select the name of a section below for more information:

• Requirements
• Follow-Up
• Status Setup
• Letter Setup
• Licensing/Contracting Setup
• PCM Workflows
• Informal PCM Workflows
• DataXchange Setup (see Pending Case Download)
• Advisor Communication
• Initial Requirement Load
• PCM Status Merge Code Definition
• Production Dashboard Setup - LOB Options
• PCM Communication