Overview
Each unique workflow process in CiviPlus needs its own Case Type to be defined which defines aspects of the Case such as:
What process it follows
Which statuses are included
Which activities are included
What custom fields are included
Who can manage it
CiviPlus comes with a couple of example Case Types which you can look at to get an idea of how they can be configured. To see the list of existing Case Types that just belong to the "Case Management Instance" navigate to Cases -> Manage Workflows. From here you can add a NEW CASE TYPE, Edit or Duplicate an existing one.
To see a list of all Case Types, including those for Awards, Administer -> CiviCase -> Case Types. From here you can add a NEW CASE TYPE, Edit, Disable or Delete an existing Case Type.
This series of articles describes how to create a new Case Type within the Case Management instance. There are other collections that cover creating Case Types for other Case Instances:
Example Case Type
We will use an example of a simple Service Delivery process to show how you can configure a new Case Type. The service will have three stages - Assessment, Delivery and Closure - with a number of activities and roles.
Creating a new Case Type
To create a new Case Type:
Navigate to Cases -> Manage Workflows. (Note, your Cases instance may have been renamed to something else, for example "Service Delivery" in which case look for that in the main menu)
In our example it is called "Cases", so go to:
Select New Case Type
You will be shown the New Case Type screen:
There are a number of tabs and fields on this page, lets go through them one by one:
Title: The title of the Workflow process that will appear in the dashboard, and elsewhere if it is referenced. We'll choose "Client Support" for this example.
Name: The “machine name” of the Case Type - you can ignore this as it is set automatically
Instance: This is where you choose one of the availabe Case Instances that have been configured in your CiviPlus system, As mentioned earlier, the ones that come as standard are: Awards, Prospects, Grants, Cases and Applications. Since this series of articles are about creating Case workflows we will select "Cases".
Description: Details of the workflow
Enabled: Whether the Case Type is active or not. It is often a good idea to set it to "Disabled" until you have completed the configuration to avoid someone creating a new workflow before it is ready.
Activity Assignment Settings
Restrict to Groups: Activities can only be assigned to chosen group members
Restrict to Website Users: Activities can only be assigned to users with accounts
Now lets go through each of the tabs in the Case Type configuration page in turn.