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.

For example, if your business goal is to review a job application from a prospective worker, you can divide the case into the following primary stages that represent the expected path of your case:
  • Conduct screening
  • Conduct interview
  • Approve candidate
To ensure that you can resolve the process in an alternative way when an exception occurs, for example, if the candidate does not meet the requirements, create an alternate stage Approval Rejected.