nmondsNov 4, 20213 minWhat 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...
nmondsNov 4, 20212 minCreating a process configurationProcess Configurations provide a way of grouping together Process Definitions. They define the Process Type, Case Workers, Case Manager,...
nmondsNov 4, 20215 minCase Process DefinitionsCase 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...
nmondsNov 4, 20213 minCreating and Allocating CasesCreating cases can behave differently based on the type of user you are logged in as. Each user type’s available roles are explained in...
nmondsNov 4, 20211 minAssigning the process definitionTo give a case a set of activities, you must assign a process definition to it. 1. As a Case Worker, to assign a process definition click...
nmondsNov 4, 20211 minCompleting ActivitiesViewing the Activity From the Case Display screen under the Case Progress Summary tab, right mouse click over an activity. Click on View....