Information

With this function, you can create a case for processing a routine.

Condition

Your administrator has created at least one permissible case type.

Method

1. Select the file where you want to create a case.

2. On the Public Sector tab, click Create case.

3. If multiple case types are available, select the case type you want to create in the Create case dialog box.

No case available. No case was created: If this message appears, you cannot create cases in the selected file. If you still want to create a case, you will have to submit a change request via Public Sector> Request change.

Several fields in the Create case dialog box will already be filled with information from the case type.

4. Complete the other fields on the Create case and Information tabs.

Result

The case is created at the selected position.

Outlook

In a case, you can create documents or file record objects via Create document.

On the Routine tab, you can start a routine for the case.

Refer to the chapter Start a routine to learn how to define or edit a routine.

Once the routine has gone through all steps, the status changes from OPEN to CLOSED.