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Jason Wilson
Apr 26, 20222 min read
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, 20221 min read
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, 20221 min read
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, 20221 min read
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, 20221 min read
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, 20221 min read
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, 20221 min read
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, 20221 min read
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, 20221 min read
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, 20221 min read
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, 20221 min read
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, 20221 min read
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...
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