Adding a solution

A solution maps to an instance of the Case Client that users log in to so that they can manage their cases. A solution consists of one or more related case types that provide the documents, data, business processing, and routing to the case workers. For example, a solution for a human resources department might include a case type for new hires, a case type for retirement, and a case type for resource action.

To add a solution:

1. On the Manage Solutions page, select the method that you want to use to create a solution:
   • Select a template from the menu and click Add Solution. Select No template to create a solution without using a template.
   • Select an existing solution and click Copy.
     Tip: If you do not find an existing solution that you wanted to copy on the Manage Solutions page, the solution might be assigned to a different project area. Check with your system administrator.
2. Enter a name and solution prefix.
   The solution prefix is a 2 - 5 character prefix that is prepended to all case types, document classes, properties, and task unique identifier names that are created for the solution. The solution prefix must be unique across all solutions. However, if you create a solution from a template, reused properties that are part of the template retain the prefix that is assigned by the template supplier.

   Restriction: You cannot modify the solution name or prefix after you create the solution.
3. Optional: Add a solution description and icon.
   If you copied a solution, you can change the icon after you create the solution. You can modify the solution description by clicking the Edit solution description icon in the solution summary on the solution home page.

   Solution icons are a predefined set of icons.

4. Create case types, roles, and add properties, then add document classes and set the in-basket views to complete the solution.