Process Director Training | BP Logix

Case Management Training

Written by Dale Franks | Mar 3, 2023 6:16:10 PM

Prerequisites: Advanced Training
Approximate Length: 1 Hour

Overview

This course details the fundamentals of implementing applications that use Adaptive Case Management to build highly ad hoc or unstructured applications that enable users to create applications that combine the advantages of human collaboration and decision-making with the process automation of traditional BPM.

Acquired Skills

  • Create a Case Object and its associated Workspaces.
  • Design Case-based Forms and processes.
  • Build a Case Management Application

Designed For

  • Implementers

Topics Covered

Case Management Overview
  • BPM Assumptions
  • Case Assumptions
  • Case vs. BPM
  • Case Management
  • Case Architecture
  • When should you use Case?
Case Management Components
  • Case Definition
  • Case Dashboard
  • Forms
  • Process Timelines
  • Knowledge Views
Building a Sample Case Management Application
  • The Auto Claim Case Definition
  • Auto Claim Form
  • Claim # Dashboard
  • Manually Supplying Case Context
  • Claims Dashboard
Application Walkthrough
  • Creating a New Case
  • Adjuster’s Report
  • Repair Estimate
  • Summary