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The Framework allows for two different ways to create a case on an account; using the Create Case icon found in the Framework Toolbar or running a Create Case Workflow Step.

Creating a Case from the Person Workspace

• Click the Create Case icon.

• Enter in the Case Title using company defined standards when the Create Case window appears.
• Select the Case Base Type from the drop down. Case Base Types are pre-determined by the system administrator.
• Select the Case Type from the drop down. Case Types in the drop down are populated depending on the Case Base Type selected.  
• The Accounts tab and Persons tab appears for all Case Base types selected, and depending on the Case Type selected, a Collateral tab may display. On each tab, select the account(s), person(s) and collateral to relate to the case.

• When finished entering all of the necessary information, click Create Case to save and create the case. The Create Case window closes and a pop up message appears stating the workspace must be refreshed in order for the new case to display. Click Refresh Workspace to refresh the workspace.

• The new case then appears and is in context in the administrator-defined Related Cases grid.

• The Case Tasks screen also loads automatically so the case can be worked, provided the user has appropriate permissions to the screen.

 

Creating a Case Using the Create Case Workflow Step

Users can create cases by running the create case workflow step as a part of a workflow. The system administrator can configure the workflow step to be either automated or manual.

• If set to automated: When the workflow step is ran, it completes automatically. No manual steps need to be performed. Refresh the workspace to see that the case was created.
• If set to manual: When the workflow step is ran, a message appears that allows the user to manually create a new case from within the workflow step.

• Clicking the link opens the Create Case window. Follow the steps provided at the beginning of this section to create the case. When finished, a message appears in the workspace indicating the case has been created.

• After completing the workflow, refresh the workspace to see that the case was created. The case is in context in the Related Cases grid and the Case Task screen loads automatically.

 

 

 

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