Create a finance case from an interaction
An interaction record is automatically created when you accept a chat through the chat queue in the Finance Operations Workspace. You can create a finance case from an interaction record for further investigation.
Before you begin
Role required: sn_fin_ops.specialist
Procedure
Navigate to either of the following:
- All > Finance Operations > Finance Operations Workspace.
- Workspaces > Finance Operations Workspace.
- In the Finance Operations workspace, select the List icon
Image omitted: fin-ops-list-icon.png
.
.
From the list page, navigate to either of the following submodules:
- Interactions > All
- Interactions > Active
- Interactions > Assigned to me
- From the Number column, select a link to open an interaction record.
For more information on the fields in an interaction record, see Interaction form.
Select Create Finance Case.
Image omitted: fin-case-interaction-record.png
Create a finance case from an interaction record
Create a finance case from an interaction record
For more information on the form fields and descriptions, see [Create a finance case](create-case-from-ws.md).
Select Save.
A new finance case is created. For information on viewing finance cases, see View a case from Finance Operations Workspace
Parent Topic:Interaction management in Finance Operations Workspace
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