Case Management - Start Here

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Overview

Case Management is a type of form in bxp. It extends record management to extensively include timing and timed reports on the processing of records.


A strong background article to the area is our scenario on case management Scenario_-_Bxp_and_Case_Management


Here is a worked example based on that scenario Bxp_and_Case_Management_-_Worked_Scenario


A full description of the functions available in the module is available here Case_Management


For the reports available within the module you can refer to Case_Reports_-_My_Teams


Data Profiling provides most of the general reports for case management Data_Profiling_-_Instant_-_Reminders_and_Case_Management


As cases are extremely process driven sometimes troubleshooting to understand what has happened a case is required Troubleshooting_a_Case