nmondsNov 4, 20213 min readWhat 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 min readCreating a process configurationProcess Configurations provide a way of grouping together Process Definitions. They define the Process Type, Case Workers, Case Manager,...
nmondsNov 4, 20215 min readCase 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 min readCreating 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 min readSearching CasesStandard Search From the main menu go to Case Management > Case > Search. In the Reference No. field, type in the case name or reference...
