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Defining the case life cycle

Suggest edit Updated on April 5, 2022

Track and resolve your cases in a convenient and facilitated way by defining the case life cycle that represents a business model. You can define the life cycle as smaller modules that match the elements of your business process.

Each case life cycle consists of the following elements that you can iteratively define:
  • Stages that consist of processes
  • Processes that consist of steps
  • Steps that are either automations or user actions
Define the case life cycle by completing the following actions:
  • Adding a stage to a case life cycle

    Visualize main elements of your business process by adding stages to a case life cycle. By creating stages, you organize work into sequential and logical phases that lead to achieving a goal of your business process.

  • Adding a process to a stage

    Organize tasks that are related in your business model by adding a process to a stage. With processes, you can control who performs work on a case, in addition to how and when the assignee resolves the case.

  • Adding a step to a process

    Represent a single assignment in your business process by adding a step to your case. By adding a step, you define a task that a user, your application, or an external application performs to move a case closer to resolution.

  • Previous topic Defining purpose of a case type by creating specifications
  • Next topic Adding a stage to a case life cycle
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