Creating a case solution
A case 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 case 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.
About this task
You can create a case solution without using a template, add a solution from a template that was provided by an administrator, or copy an existing solution. you can also use the wizard to create a solution.
If a template includes existing assets, such as properties or document classes, the prefixes are retained from the template. The new prefix will apply to new assets that are created for the solution. In addition, the template provider might choose to prevent you from changing or deleting properties, document classes, or case types. Check with the template provider for specific restrictions.
Procedure
- Define properties and roles that will be used by the artifacts in the case solutions.
- Add the document classes for organizing and classifying the documents that belong to the case.
- Add case types. A case type contains business rules, views, and activities that must be completed to close the case. See Adding and modifying case types
. - Add properties, views, case folders, business rules, and activities to the case types.
- Design the pages knowledge workers use when they work when the work with the cases and work items.