Test solution
The design template should initially be uploaded to an F2 test environment, so you can test the solution before it is put into use in an F2 production environment. Implement any change requests to the design template, and then re-upload it to F2 until you achieve the desired result. Once the solution has been tested, the design template can be uploaded to your F2 production environment, after which the solution can go live.
| Ensure that any external IDs, such as file plan codes, are consistent across your F2 test, F2 pre-production, and F2 production environments. Otherwise, the IDs will need to be updated in the design template to match the specific environment. |
Self-service testing is done by opening the relevant self-service page from your self-service solutions overview and submitting an inquiry to F2. Upon receiving the inquiry, a case is automatically created in F2, which can then be used to test the case guide. Test the case guide by going through all phases and tasks.
If there is no self-service associated with the solution, the case guide can be tested by creating a new case and selecting the relevant case guide.
| Access to your F2 test, F2 pre-production, and F2 production environments, as well as an overview of self-service solutions for the environments, can be obtained from your administrator or cBrain. |
Change management
When you upload a new version of the design template, F2 creates new versions of the case guide, self-service, and management dashboard. Existing cases with case guides are not affected. If an existing case guide on a case needs to be updated, you can click on Update case guide on the "Case guide" tab on the relevant case. Updating a case guide requires the privilege "Can add/change/remove case flow on existing cases".
If many cases must be updated to a new version of a case guide, it is possible to run a database job that can update many cases at once. Contact cBrain for more information about database jobs.
| Changes made to a solution may impact any management reporting associated with case processing. |