The Cases screen lets you create and submit change requests and development wishes directly to CRS' ServiceDesk. A case starts as a draft and can then be sent to ServiceDesk, after which it is given a reference key and changes status to "Published".
The submitted wishes are used by CRS' development team as input for the future development of Sapera. No individual feedback or time frame is given for specific wishes. Customer-specific wishes can instead be developed for a fee.
From the hamburger menu in the top-left corner of Sapera, open Financial. In the left menu, select Cases.
If you cannot see the menu item, you probably do not have permission to access it. Contact support.
1. Click the New button (the plus sign at the top of the toolbar).
2. Fill in the Subject field with a short, precise headline for your wish or proposal.
3. Fill in the Description field with a detailed description of the wish. The more precisely you describe the need and the expected outcome, the better input it provides for the developers.
4. Click Save to save the case as a draft.
5. Once the case is saved, you can add attachments – e.g. screenshots or documents – via the attachments section.
1. Select the case in the list.
2. Click the Send to ServiceDesk button in the toolbar.
3. The case changes status from Draft to Published, and a ServiceDesk reference is created which is shown in the list.
Subject: A short headline summarizing the wish or proposal.
Description: Elaborating text about the wish, including the business need and expected behavior.
Created: The date and time the case was created.
Status: Shows whether the case is a Draft (not sent yet) or Published (sent to ServiceDesk).
ServiceDesk reference: The unique key the case has been given in ServiceDesk. The field is empty until the case has been sent.
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