Case Management - Advanced Configuration

This course develops your new case type, customising the behaviour of Case Management with the more advanced configuration settings.

Learning Objectives

• Learn how to create and add an "Additional Details" form
• Be able to set up a "Read Only" form
• Learn how to update task titles to show information about a case
• Be able to use subtypes to assign a case to a pre-defined group
• Learn how to convert a case from one type to another and map case data between fields

Module Information

• Length: 2.5 hours
• Maximum Delegates: 6
• Credits: 28

Pre-Requisites

It is a prerequisite that delegates have completed the Case Management - Creating and Managing Cases session, as this course involves editing and enhancing the case types that were created during that training.