Creating ad hoc cases
You can handle business exceptions or track related tasks in the case that
you currently process by creating an ad hoc case. With an ad hoc case, you can resolve
exceptional processes without modifying the existing case structure, because ad hoc
cases are not instances of a case type.
For example, a case worker, such as
a human resources employee, can create an ad hoc case when an application from a job
candidate requires an additional background check.
Before you begin: Ensure that your dashboard includes the My Cases widget. For
more information, see Adding a widget to your dashboard.