Converting a manual process to a case type
You can convert a manual process to a case type in your application. By automating the steps that a case worker repeats for each case, you can save time and resources.
The operator can access the feature by:
- Clicking the Configure for Reuse icon on the Ad Hoc Case Dashboard assignment.
- Selecting a case on the My Cases list and using the Configure for Reuse right-click menu.
- Clicking the Configure for Reuse button on a user form header.
When the user selects this option, the Configure for Reuse dialog appears.
- If the ad hoc case is a top-level case or has no children, the system converts the ad hoc case to a top-level case type. The name of the new case type can be edited in the text field.
- If the ad hoc case is a parent, the dialog lists the ad hoc child cases. Select the Include check box to convert the child cases to child case types in the case management structure. The names of the new case types can be edited in the text fields.
- If the ad hoc case is a child of a standard case (case type instance), the dialog displays radio buttons that let you choose to convert the case to a top-level case or a child case of the current parent. Edit the name of the new case type in the text field.
When the user clicks OK, the new case type appears in the Case Type Explorer.