Case management

Case management

Perform case view

A ”case” (an instance of business process) has a few modes. When a user is doing an action on a case, the case is displayed in a “perform harness.” The perform harness includes an action area where a user can do work that is related to that case.

Perform case example

Review case view

A ”case” has a few modes. When a user reviews the content of a case, it is in a “review harness.” The review harness has the same content as the perform harness. There is also an assignments gadget that lists all the work on this case for the user and others on their team.

Review case example

Last updated: Aug 2018

Next: Charting