Case

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 > Process & Rules > Case Management > Case Designer landing page tab. 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, or by the system automatically when a parent case is instantiated.

Be careful not to confuse a case work item with a case type — both are sometimes referred to as cases.

	Case Management, ad hoc work, cover, folder, subcase, instantiate, top-level case type
	Process and Rules category — Case Designer About the Case Manager portal About Case Type rules

Definitions — C