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Core Case

opentext Core Case User guide

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OpenText Core Case Management
Create a Case Application - Quick Start Guide
Welcome to OpenText
Core Case Managment, a
SaaS case management
application that lets users
create and automate
workflows and tasks and
adjust them in real time.
This quick start guide
overviews how a new
Core Case Management
administrator can create a
new case application.
1 Create a Case Application
•NavigatetoAdministrationandselectNew case application.
•CompletetherequireddetailsincludingName, DescriptionandClassificationand
selectCreate.
2
OpenText Core Case Management
Create a Case Application - Quick Start Guide
2 Data Modeler
Usethedata modelertoextendthedefault
casedatamodelwithcustomattributesto
capturecasespecificinformation.
•UnderModel,selectAddtocreatea
custom attribute.
•Configureinput type specific properties
foreachattributetodefinethebehaviorof
thecontrol.
3 Process Modeler
Usetheprocess modelertodefinerequired
milestones,tasksandactivitiesforeach
stageofthecase.
•UnderProcess,selectEdit Case properties
andrename.
Needmorehelp?WatchtheCoreCaseManagementhow-tovideosorvisittheCommunityForum.
3
OpenText Core Case Management
Create a Case Application - Quick Start Guide
•AddnewstageusingAdd stageand
renameitasPrepare.
•AddChecklisttasktoPrepareandrename
it.Navigatetotasktabandselect
Add to checklisttoadditemsandSave.
4 Settings
•NavigatetoSettingstab.UnderGeneral
settingsaddprefixorsuffixtogeneratea
uniqueIDforeachcaseinstance.
Needmorehelp?WatchtheCoreCaseManagementhow-tovideosorvisittheCommunityForum.
4
OpenText Core Case Management
Create a Case Application - Quick Start Guide
5 Publish
•Publishthecaseapplication.
•NavigatetoCoreCaseManagement.
Needmorehelp?WatchtheCoreCaseManagementhow-tovideosorvisittheCommunityForum.
6 Create Product Demo Case Instance
•Selectthe+icontoseethelistof
availablecaseapplications.Select
Product Demo.
•Completetherequiredfields
includingCase Title, Summaryand
RequestorandthenCreatethe
instance.
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