Defining the stakeholders of a case

You can add a work party to a case type to define the stakeholders of a case. By identifying the people, businesses, and organizations that participate in case processing, you can ensure that your correspondence is sent to relevant recipients.

At run time, you can send correspondence to a work party after it has been added to a case.

  1. In the Explorer panel, click Case types, and then click the case type that you want to open.
  2. On the Settings tab, click Parties.
  3. Click + Add party.
  4. In the Role field, enter a unique name without spaces or special characters that indicates your work party's relationship to a case.

    Roles are used to index the pyWorkParty page group and are not displayed on user forms.

  5. Select an option from the Type list to control which descendant of the Data-Party class contains information about your work party.
    • Company — Uses the Data-Party-Com class.

    • Government — Uses the Data-Party-Gov class.

    • Operator — Uses the Data-Party-Operator class.

    • Non-profit — Uses the Data-Party-Org class.

    • Person — Uses the Data-Party-Person class.

  6. Enter a label in the Description field that is displayed in forms and views for a case.
  7. Optional: To run a data transform each time that this work party is added to a case, press the Down Arrow key in the Data transform field and select the name of a data transform.
  8. Optional: From Ken: Not run when a case is created using the Add Case smart shape.
  9. Optional: To allow more than one instance of your work party to participate in a case, select the Allow multiple check box.
  10. Optional: To prompt users to add this work party when a case is created, select the Display on creation check box.
  11. Optional: Select the Required check box to indicate that this work party must be present in every new case.
  12. Click OK.
  13. Click Save to add the work party to the pyCaseManagementDefault work parties rule.