Case Management - Creating and Managing Cases

This course covers the fundamentals of Case Management, from designing forms to raise cases, basic case configuration, and how users interact and handle cases.

Learning Objectives

• Understand how new case types are created and the elements involved
• Create a new form to raise a case
• Using the Configuration Manager to set up a new case type
• Create Tasks for your new case
• Understand staff interactions and case handling

Module Information

• Length - 2.5 hours
• Maximum Delegates - 6