Processes in a case life cycle

Organize related tasks in your business case by adding a process to a stage. With processes, you can control the order of events in your case, in addition to who performs the work and in what manner. For example, for the Application review stage of a recruitment case, you can add the Conduct interview and Review collected information processes.

When you add processes to a case type, you organize related tasks in a logical way, instead of having a list of loosely connected assignments. You also define an order of case events, so that a case can only move to the next process after completing the steps in the current process. For example, when reviewing a job candidate, a process that includes a job interview can only start after a process for collecting all required documents is complete.

To resolve cases faster, you can also create multiple parallel processes within one stage. As a result, users can work simultaneously during the case cycle, for example, while one HR worker verifies documents collected from a job candidate, another HR worker runs a background check. For an improved working experience, you can define conditions for when a process starts, so that users only interact with actions that are relevant to specific scenarios, such as starting a process of additional interviews only when this action is relevant. By creating processes, you also speed up application development, since you can reuse processes in many different case types in your application.

The following figure shows an Application review stage that consists of the Conduct interview and Review collected information parallel processes:

Two parallel processes in a single stage.

Populate your case life cycle with processes by completing the following tasks: