Case Management Search
Once a case has been created, it can be easily located again for editing/maintenance purposes by navigating to the Case Management main...
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nmonds
- Apr 22
- 1 min
Search for a case
Searching is now easier and more versatile than ever with the updated ChilliDB search pages for various modules, including Contacts,...
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nmonds
- Apr 22
- 1 min
Create a Case (as a Case worker)
To practice creating a case as a Case Worker, log-in as such and then follow these steps: - Navigate to Case Management - Case - Create....
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nmonds
- Apr 22
- 1 min
Declining the case (as a case worker)
The new referred Case Worker will receive an Alert regarding this case referral. They will have to Accept or Decline this Case. - Log-in...
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nmonds
- Apr 22
- 1 min
Referring the case (as a case worker)
After Accepting the case (as a case worker) then you process to referring the case as the caseworker. To do so: - From the Case Details...
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nmonds
- Apr 21
- 1 min
Accepting the case (as a case worker)
Once you have Allocate the case to a case worker - Log-in as the allocated case worker. - Click on the ‘Alert’ bell on the top right-hand...
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nmonds
- Apr 21
- 1 min
Allocate the case to a case worker
After you have Add the case details the next step is to allocate that case to a case worker. - From the Case Details screen, click on the...
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nmonds
- Apr 21
- 1 min
Add the case details
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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nmonds
- Apr 21
- 1 min
Create the Process Structure
After you Add the details for your Process Definition, the next step is to create your process structure - Insert the required Phases and...
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nmonds
- Apr 21
- 1 min
Add the details for your Process Definition
Once the process has been configured, the next step is to define the process - this is where we add the phases and activities that make...
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nmonds
- Apr 21
- 1 min
Navigate to the Process Configuration Maintenance screen
Process Configurations provide a way of grouping together Process Definitions. They define the Process Type, Case Workers, Case Manager,...
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nmonds
- Apr 21
- 1 min
Create a new Case Categorisation
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...
19 views0 comments