Case Management
A Case represents the journey of a process from start to completion, allowing users to track, manage, and interact with specific requests, tasks, and data within the process. Effective case management ensures that all steps in a process are followed accurately, data is organized, and each process instance is completed in an efficient, accountable manner.
Case Lists: Access all cases in a single list or add filters to create custom case lists.
Case Tracking: Use in-flight process maps offering a clear view of each case’s current status.
Role-Based Access Control: Case visibility and interaction are controlled based on user roles and permissions.
Document and Data Collection: Cases often include forms or documents to capture data. These documents are stored within the Case, ensuring all relevant information is consolidated in one place, easily accessible to users working on the Case.
Case History and Audit Trail: Each Case maintains a history of actions, providing a complete audit trail.
Data-Driven Decision Making: Completed cases generate valuable data for analysis, enabling teams to identify patterns, assess process efficiency, and make informed decisions for process improvements.
Benefits of Case Management
Enhanced Process Oversight Case Management provides a clear view of each Case’s status, progress, and task assignments, ensuring that tasks are completed in time.
Accountability and Transparency By assigning tasks to specific users and maintaining a full history, cases support accountability and allows organizations to track actions and responsibilities.
Improved Collaboration With real-time updates and a centralized case list, team members can collaborate effectively, quickly access shared data, and stay aligned on case progress.
The Case Management system in ProcessMaker is essential for organized, efficient process execution. By using one case list, status tracking, data collection, and audit trails, Case Management supports streamlined, accountable processes that enhance productivity and ensure each process instance is completed with precision.
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