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A case is a work item that is an instance of a case type — a work class that inherits from Work-Cover- and contains a Case Type rule. You configure the case type structure in the Case Explorer. When a case is created, it is said to be instantiated.

Cases can be instantiated by users (sometimes called caseworkers) in the Case Manager portal or in user forms, by the system automatically when a parent case is instantiated, or by an email sent to an email account associated with the starting process of a top-level case.

Be careful not to confuse a case with a case type, which is sometimes referred to as a case.

Definitions Case Management, ad hoc work, cover, folder, subcase,instantiate, top-level case type

Using the Case Explorer
About the Case Manager portal
About Case Type rules