Once a case has been created, it can be easily located again for editing/maintenance purposes by navigating to the Case Management main...

Searching is now easier and more versatile than ever with the updated ChilliDB search pages for various modules, including Contacts,...

To practice creating a case as a Case Worker, log-in as such and then follow these steps: - Navigate to Case Management - Case - Create....

The new referred Case Worker will receive an Alert regarding this case referral. They will have to Accept or Decline this Case. - Log-in...

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...

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...

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...

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...

After you Add the details for your Process Definition, the next step is to create your process structure - Insert the required Phases and...

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...

Process Configurations provide a way of grouping together Process Definitions. They define the Process Type, Case Workers, Case Manager,...

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...