case type

A case type is a visual representation of your business process that results in a specific goal. In other words, a case type is a template for work that you can reuse for multiple instances of the same business process, such as hiring candidates after reviewing job applications. By creating a case type, you define your business goal, the path that your work follows to a resolution, the people who are involved in processing a case, and the data that the case requires. For example, for hiring a new employee, you define actions such as collecting documents and interviewing a candidate, people such as a hiring manager, and data such as a candidate’s working experience. When you create reusable work templates, you save time and ensure that your business processes can reach a successful resolution.

The following figure shows a sample case type with its main elements:

Figure: A template of a business process


A template of a business process