How to modify a Role Name and In-Basket Name for IBM Case Manager

Answer

To modify a Role Name and the associated In-basket Name, you must do the following:
1) Do the Role "Name" field modification in the Case Builder "Roles" tab
2) Do the "In-basket Name" field modification in the "In-baskets" tab
3) Deploy the Solution
2) Using Case Client, go into "Manage Roles" and add the required users/groups to the newly modified Role
3) Remove the users/groups from the original (unmodified) Role
4) The modified Role is now available and the original (unmodified) Role is removed from Case Client

Clean Up:
To completely remove the original (unmodified) Role and In-Basket, do the following:
1) Open PCC
2) Go to Application Spaces, and remove the unwanted Role
3) Go into the Work Queues and remove the unwanted In-basket from the "In-baskets" tab
4) Commit the changes


Example Instructions:

As an example, the screen shot shows a Role called "CSR" , which has three in-flight workitems:


1) Using Case Manager, modify the Role name and the associated Role In-basket (as described above)
2) Deploy the Solution and exit Case Builder
3) Logon to Case Client as a Case administrator
4) Go into "Manage Roles" and you should see the original and the modified Roles. In this example, both the CSR and CSR-MODIFIED Roles are seen in this screen shot:


5) Remove users from the original Role (CSR) and add the users to the new, modified Role (CSR-MODIFIED).
6) Save the change

7) In Case Client, you will be able to select the newly modified Role:



8) Once selected, the In-basket name will show the modified name (CSR-MOD in the example):



To clean up the now unused Role (CSR), follow the "Clean Up" steps provided above.