Case management

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This topic only applies to BAW, and is located in the BAW repository. Last updated on 2025-03-13 12:15

Design and build a case management system where case workers can easily manage cases. You can design a case management solution that is based on closely related cases and then deploy that solution into a production environment. Case workers can then complete work items that are associated with cases.

For additional case management topics, see the following resources in the IBM® Cloud Pak for Business Automation documentation:

Designing your case management solution and application: To design a case management solution, identify what user activities are needed to accomplish the main user goal. Decide what business-level activities and steps you need, and then group those activities and steps into a case. See Designing your case management solution and application .
Administering your case management system: To administer your case management system, you complete tasks such as setting up project areas, monitoring system performance, and modifying system wide configurations. You can also back up, restore, or tune the system. See Administering your case management system .
Programming case solutions: Use built-in functions to customize your case solutions so that your users get the experience and capabilities they require. See Migrating and deploying case management solutions .
Working with case solutions in Case Client: From Case Client, you can process work items that are assigned to you and search for and view information about the associated cases. You can add unplanned tasks to be completed by you or others. You can assign users and groups to roles and reassign multiple work items by user role. See Working with case solutions in Case Client .
Troubleshooting case: You can configure logging to help you troubleshoot case problems. In addition, you can resolve typical errors by following the procedures in this section. See Troubleshooting case .