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operations16
Feb 8, 20223 min read
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...
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operations16
Feb 8, 20222 min read
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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operations16
Feb 8, 20225 min read
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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operations16
Feb 8, 20223 min read
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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operations16
Feb 8, 20221 min read
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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