Install the Caseworker Productivity Analytics App by Using Guided Setup
Use Guided Setup to install the caseworker productivity analytics app and automatically
add the Workload Management Analytics dashboard to the Public Sector (formerly Public Sector Solutions): Benefit Management
app.
To install the caseworker productivity analytics app:
CRM Analytics Plus Admin AND TCRM for Public Sector Admin
To view the Auto-Installed App setup page:
Customize Application
Note You can also use Guided Setup to assign analytics permissions to users, to enable CRM
Analytics, and to update the caseworker productivity analytics app.
From Setup, in the Quick Find box, enter Caseworker, and then select
Set Up Caseworker Productivity Analytics.
Expand Install the App.
To install the Workload Management Analytics and Case Analytics dashboards, turn on
Install Caseworker Productivity App.
Auto-installation of the app begins.
To monitor installation progress, in the Quick Find box, enter Auto-Installed
Apps, and then select Auto-Installed Apps.
Click Requests.
When installation completes, confirm that the Workload Management Analytics dashboard is
on the homepage of the Public Sector: Benefit Management app.
From the App Launcher, find and select Public Sector: Benefit
Management.
To make the Case Analytics dashboard available to users, add it to the case record
page.
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