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What is Case Management?
Case Management allows you to formulate a process which is made up of one or more steps and apply that process to a given situation to...
operations16
Feb 8, 20223 min read
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Creating a process configuration
Process Configurations provide a way of grouping together Process Definitions. They define the Process Type, Case Workers, Case Manager,...
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Feb 8, 20222 min read
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Case Process Definitions
Case Process Definitions map a process to be followed and are applied to Cases by: A Case Worker who has been allocated a Case. A Case...
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Feb 8, 20225 min read
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Creating and Allocating Cases
Creating cases can behave differently based on the type of user you are logged in as. Each user type’s available roles are explained in...
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Feb 8, 20223 min read
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Searching Cases
Standard Search From the main menu go to Case Management > Case > Search. In the Reference No. field, type in the case name or reference...
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Feb 8, 20221 min read
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