2. opentext
  3. Core Case
Core Case

opentext Core Case User guide

  • Hello! I've studied the OpenText Core Case Management Quick Start Guide. This document provides instructions for new administrators on creating and managing case applications. It covers key aspects like data modeling, process definition, settings adjustments and case publishing. I am ready to assist with your questions about this document and the features described in it.
  • How do I create a case application?
    How can I extend the data model?
    How can I define case stages, tasks and activities?
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.
/