Case Management

Case Management is the business practice that involves managing work that, for processing and reporting purposes, differs from classic Business Process Management work items. Cases may involve:

• less rigid structure
• more flexibility in the order of tasks or which tasks are needed
• interrelationships with other work

PRPC facilities supporting sophisticated case management include covers, folders, and case type rules.

Case Management design is governed by the Case Designer landing page tab, which is used to configure the following case type and work processing configurations. Using this landing page tab, you can:

• Construct covering relationships and build new case types using a tree structure.
• Add new case types, which automatically creates Class and Case Type rules, and provides standard starting flows for the new case type.
• Reuse existing case and work types.
• Manage various aspects of work processing, including:
  • Service levels
  • Attachments Categories (and automatic attachments when work items are created).
  • Automatic and conditional instantiation of covered items when a new cover (case) is created.
  • Mapping roles to object access for your various case and work types.

	ad hoc work, case, cover, folder, subcase, task, Federated Case Management
	Process and Rules category — Case Designer About the Case Manager and Case Worker portals About Case Type rules

Definitions — C