We've created a range of plugins for Case Management. These include specific case types, like complaints, and specialised tasks that can be created while a case is being worked on.
If you are looking for information about creating your own tasks, see Creating Custom Tasks in the reference section.
Case Type - Complaints and Feedback
The Complaints and Feedback Plugin for Case Management lets users raise cases about specific services described on your site.
Case Type - Member Enquiries
This plugin handles cases raised by a councillor or other elected official, usually on behalf of a constituent.
Case Type - Subject Access Requests
The Subject Access Request (SAR) plugin captures the information you need to process requests made to your organisation.
Task - Collect Information
The Collect Information task allows a case manager to request information from a team or individual.
Task - Forward Feedback
This task is carried out by the case manager. Feedback from the case is forwarded by email to another group or user.
Task - Investigate
The Investigate task allows a case manager to request a more detailed investigation from a team or individual.
Task - Request Payment
The Request Payment task can be used whenever payment is required as part of your case handling.
Task - Response
The Response task allows a case manager to request that a team or individual makes a templated response to the person who raised the case.
Share this page
