opentext Core Case User guide

Brand: opentext

Model: Core Case

Type: User guide

OpenText Core Case, your newly acquired case management solution, empowers you to streamline and automate your workflows. With its intuitive interface, you can create custom case applications tailored to your specific business needs. Utilize the data modeler to capture case-specific information, and the process modeler to define milestones, tasks, and activities. Enhanced settings allow for unique case ID generation. Experience the power of OpenText Core Case today and transform your case management processes.

OpenText Core Case, your newly acquired case management solution, empowers you to streamline and automate your workflows. With its intuitive interface, you can create custom case applications tailored to your specific business needs. Utilize the data modeler to capture case-specific information, and the process modeler to define milestones, tasks, and activities. Enhanced settings allow for unique case ID generation. Experience the power of OpenText Core Case today and transform your case management processes.

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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opentext Core Case User guide

Brand: opentext

Model: Core Case

Type: User guide

OpenText Core Case, your newly acquired case management solution, empowers you to streamline and automate your workflows. With its intuitive interface, you can create custom case applications tailored to your specific business needs. Utilize the data modeler to capture case-specific information, and the process modeler to define milestones, tasks, and activities. Enhanced settings allow for unique case ID generation. Experience the power of OpenText Core Case today and transform your case management processes.

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