Overview

This documentation explains how end users can execute and manage their cases, as well as the options for users when running a case. In ProcessMaker, a case is an instance of a process. In other words, a process represents the map of work to be done, and a case is a new instance that follows this map. A running case passes through several activities (tasks or sub-processes) in the process. For example, in an insurance process for a hospital, each insurance claim for the treatment of a patient is represented by a single case.

Each case in ProcessMaker has a unique ID - a 32 digit hexadecimal number to uniquely identify the process - and a case number, which counts cases starting from 1.

Note: To avoid overwriting issues, a new feature is available to forbid opening multiple browser instances of Processmaker. For more information go to: Configuration File env.ini: session_block.

The Case List

The case list is displayed on the left side of the screen in the user's Home panel. It is composed of groups of folders, which group cases based on their status. These are the cases that the current user has been designated to work on, but has not yet begun, or in the case of the Participated folder, cases that the user has already finished.

To access the case list, click on Home in the top menu.

Cases

New Case

Users who have been assigned to work on a task after a start event can see the list of processes that contain new tasks assigned to them by clicking on New Case. These are the cases that the current user has been designated to work on, but has not yet begun.

To start a case and work on the steps (Dynaforms, input or output documents) in the first task, users must double click on the name of the process in the list of cases (which also includes the name of the first task).

Cases can also be started by selecting the process and clicking on the button. A window that displays the load progress of the first step will be shown to the user.

After selecting a process from the list, the Process Information window located on the right side of the sreen will display information about the process. The following information is shown: name of the process, name of the first task, description, category, the calendar related to the process, the working days (i.e. the days the process can be worked on), and the status of the debug mode.

Inbox

A case is placed in the user's inbox when the current task in the case has been assigned to their account. When cases in the inbox have the "To Do" status, it means that their current task has not been completed yet. Once the data in a task is changed by submitting a Dynaform, or when another type of step is completed, then the case status will change to "Draft".

Note: Only cases on their first task may have the "Draft" status.

If the case is shown in boldface, then it has not yet been opened and it's considered "unread". Once the case is opened by double clicking on it (or selecting it and clicking on "Open"), then it is considered a "read" case.

Cases whose due date is listed in red have already passed the date when their current task was expected to be completed. The expected time for each task to be completed can be set in the Task Timing Control settings.

Cases are initially ordered by their # (case number), but cases can be sorted by any column by clicking on its header. To switch between ascending and descending order, click on the up or down arrow that appears after clicking on a column header, then select either Sort Ascending or Sort Descending.

Also, it is possible to choose which columns will be shown in the inbox list by clicking on Columns:

In the menu bar above the case list and the column headers, there are a few options that allow the users to take certain actions with a case, such as pausing a case, viewing case information, filtering the cases, and others.

  • Open: This option opens the case selected. A case must be selected from the list to use this option.
  • Actions: Using the Actions menu allows the user to pause a selected case, view the case summary and case notes, or reassign a case by choosing the desired action from the submenu.

    Where:

    • Pause: By clicking on the pause icon, the user can pause the selected case and choose the date when the case will be unpaused on the calendar displayed.

    • Summary: Displays information about the selected case. Read more about the Case Summary at the link.
    • Case Notes: Allows the user to add a note about a selected case. Read more about Case Notes at the link.
    • Reassign: Allows the user to reassign the case to a different user. A new window will be displayed listing all of the available users:

      Click on the user to be reassigned to the case, enter the reason why the case is being reassigned and then click on the Reassign button. Take into consideration that this option is only available if the user has the PM_REASSIGNCASE permission in their role or if the user is a supervisor of the process. Paused cases cannot be reassigned.

  • Read: Click to only list the cases that have already been opened (but haven't had their data changed yet).
  • Unread: Click to only list the cases that have not yet been opened.
  • All: Click to show all cases.

Draft

A case status changes to "draft" when the assigned user has started to work on the current task, but has not completed it. New cases on their first task automatically have "Draft" status when they are created.

Note: Only cases on their first task may have the "Draft" status.

Participated

A participated case is a case in which a user has participated, meaning that the user worked on at least one task in the case. When the user clicks on this option, the panel on the right side will show a list of cases, four buttons above the column headers and a search box, as seen in the image below:

The options are:

  • Open: This option displays information about the case as shown in the image below.

  • Started by me: Only the cases started by the current user will be shown in the list.
  • Completed by me: Only the cases completed by the current user will be shown in the list.
  • All: All cases the user has participated in will be listed.

Unassigned

In an unassigned case the current task has a Self Service assignment rule, meaning that any one of the users assigned to the task can decide to claim the case as their own. Before the case is claimed its status is set to "Unassigned".

The actions that can be taken with the unassigned cases are:

  • Open: This option displays information about the case, as shown in the image below.

  • Read: Only cases that have already been opened will be shown after clicking on this option.

    Warning: The Read filter in the Unassigned list does not work. This is a known issue that will be fixed in upcoming versions of ProcessMaker.

  • Unread: Cases that have not been opened yet will be shown.

    Warning: The Unread filter in the Unassigned list does not work. This is a known issue that will be fixed in upcoming versions of ProcessMaker.

  • All: All unassigned cases will be shown.

Paused

A case can be paused, meaning that it is temporarily unavailable and cannot be opened or worked on. Paused cases can also be unpaused if the user currently assigned to work on the case, or a process supervisor, manually unpauses the case. Note that the cron.php file needs to be executed for a case to be automatically unpaused on its unpause date.

Filters

At the top of all the lists (Inbox, Draft, Participated, Unassigned, Pause), there are different filters:

  • Task Status: Filters the cases by the status, which can be: On Time, At Risk, Overdue, or All Statuses, which display all cases.

    Warning: The Task Status option does not work in the paused list. This is a known issue that will be fixed in upcoming versions of ProcessMaker.

  • Category: Search by a category created in ProcessMaker. It is worth mentioning that this search will run ONLY with Solr disabled.

  • Process: Search all processes created in the workflow using the name of a process.
  • Search: Searchs a specific content in the following columns:
    • #
    • Case
    • Process
    • Task

  • Jump to: Redirects to a specific case if a case number is entered and the Jump To button is clicked.

Search

Advanced Search

The Advanced Search submenu appears for users who have the PM_ALLCASES permission in their role. It displays all the cases in the workspace and allows users to search for cases using the following criteria:

  1. Category: Filters cases by process category.
  2. Process: View all processes or select a specific process.

  3. Status: View cases with all statuses or filter by a specific status, such as Draft, To Do and Completed.

  4. User: It is possible to view the cases assigned to all users or filter the cases by a specific user.

    This field is a suggest field that has the auto-complete feature. All coincidences will be shown as text is entered.

    The Current User option shows all cases belonging to the user currently logged in.

    Selecting "All Users" displays all unassigned cases:

    As you can see in the image above, the [UNASSIGNED] label has been applied to cases with the self service assignment rule.

    Note: As the image above shows, a search can be done with one or more search criteria at the same time. In the example, the search was filtered by user and status.

  5. Search: It is possible to search using a specific word by entering it into the search box, as shown in the image below:

    Enter the search term and click on Search. For example, searching for a case number will result in the following:

  6. Delegate Date From: Search for cases that were last routed (delegated) to the current task after this date. Click on to select a date.
  7. To: Search for cases that were last routed (delegated) to the current task before this date. Click on to select a date.

    After selecting the dates, click on to display the results.

    Click on the X button next to the Delegate Date From and To fields to clear the dates selected in these fields.


In the following table, there is an explanation of what a user can expect when accessing the Advanced Search option in different scenarios:

# Case Status Case Flow Result
1 The case is open or active. Only one flow is active. The current case flow is displayed in the list.
2 More than one flow is active. Active case flows are displayed in the list.
3 Some flows are open and other flows are completed (at the end event). Active case flows are displayed in the list.
Complete case threads are NOT displayed in the list.
4 The case is completed. The case is completed with only one end event. The last task before the end event is displayed in the list.
5 The case is completed with more than one end event. Only the last task before one end event is displayed in the list.
6 The case is completed (special case) The last element before the end event of the case is an element that does NOT require user intervention. The element before the end event is displayed in the list. See the example below.

The special case (#6) includes processes like the one in the image below:

Once completed, the process above will be listed in the Advanced Search option with its last element, in this case an intermediate email event.

Process Supervisor

Review

Includes cases that have been sent back to the process supervisor. This tab is available only if the user is a process supervisor and their role contains the PM_SUPERVISOR permission. For more information, please visit the Process Supervisor page.

Reassign

This option allows a user to reassign one or more cases to other users and is available in the following cases:

  • Users with the PM_REASSIGNCASE permission: If a user has the PM_REASSIGNCASE permission assigned to their role, this menu option will be available to reassign one or more cases of all processes.

    Select one or more files at a time by clicking on them and using the SHIFT or CTRL keys.

    A dialog listing the selected cases will be displayed.

    To reassign a case, select the case from the list and double click on the Reassigned to column. A list of users will be displayed where the search option is also available.

    Choose a user who will have the ability to work on the case once this is reassigned. Remember that only users assigned to a case or ad hoc users will be listed in the search option when reassigning a case. After that, double click on the Reason column and fill in the reason why the case is being reassigned.

    If the Reason column is not filled in, an alert message will be displayed:

    Double click on the Notify column to display a checkbox. Check the box in each row to notify the assigned users.

    Finally, click the Reassign button to finalize the reassignment process. The Status Reassignment window will be displayed, and the case number and the person who was assigned to the case will be shown. Click on the OK button to close this window.

  • Supervisor Users: This option is displayed only if a supervisor user has the PM_REASSIGNCASE_SUPERVISOR permission assigned in their role. For more information, please visit the Process Supervisor page.

Documents

The Documents panel allows users to put documents into folders that can be created in this interface, or configure the folder where output documents will be generated. Only users, such as the admin, who have the PM_FOLDERS_VIEW permission in their role will have access to this new option.

Note: It is not necessary to give users process permission to access files managed during the execution of a process. All files uploaded or generated in a process will be stored in this section.

When the user clicks on the Documents option, they will see the right side panel divided into two panels (observe the following image):

a. Directory: Manages folders and their structure, so a list of folders created using the Documents option or the Destination Path option for output or input documents can be created in this panel. Directories will be created following a tree structure using sub-directories and files.

b. List of Folders and Files: Manages folders and files, so a list of all the input documents uploaded and output documents generated during the process, as well as folders, will be displayed inside this panel.

Note: Due to data consistency, only a logical delete of the document is performed, which means the document will still be stored in the database. The only modification is in the APP_DOCUMENT table, where the status changes to DELETED when the document is deleted.

Directory

Folders will be displayed on the left side of the panel, and will be organized in a tree structure, as shown in the image below:

By right clicking on a folder, a menu containing the New Folder, Copy, Move and Delete options will be displayed:

Creating New Folders

Take into account that folders can be manually created, and can also be created by running cases where an output or input document was created with a destination file defined. To manually create a folder, right click on the folder where the sub folder will be created. To create a folder at the root level, right click on a folder, click on the New Folder option, and the following box will be displayed:

Where:

  • Path: Shows the path where the folder will be created.
  • Name: Name of the folder to be created.

The new folder will be created inside the parent folder:

The + button will be added automatically next to the parent folder when more than one file or folder has been created inside the parent folder. Click on the + button to expand or contract the directory:

Moving Folders

A folder and all of its contents can be moved to another folder. Once the folder is moved from one location to another, it will be removed from the original location.

For example, the following structure includes a file uploaded inside the PDF Documents folder:

Move the PDF Documents folder to the same level as the root folder by right clicking on the PDF Documents folder and selecting the Move option. A destination box will appear where the path of the folder that will be moved must be selected:

A dropdown will show all available paths to move folders to. Select / to move the folder:

Finally, the folder and its files will be moved. The final structure is shown in the image below:

Copying Folders

A folder and all of its content can be copied from one location to another while keeping the original file in both locations.

For instance, to copy the PDF Documents folder inside folder 2, right click on the PDF Documents folder and click on Copy. The following box will be displayed:

Select the destination and click on the Copy button. The folder and its content will be copied:

Renaming Folder Names

A folder can be renamed by clicking on the name of the folder or by right clicking and selecting the Rename option.

Rename the Documents folder to "Mobile Pictures"; the result will be:

Note: Folders will only be able to have the same name if they are located in different paths.

Deleting Folders

A folder and all of its content (including sub folders) can be deleted. Right click on the folder then click on the Delete option, and a message box will be displayed to confirm if the user wants to delete the folder.

List of Folders and Files

Folders and files can be managed in the left side panel:

  • Root folder: Click on this option to go into the root folder.
  • Reload: Refreshes the list of documents.
  • New Folder: Creates a new folder in the current directory.
  • Delete Folder: Deletes the selected folder.
  • Download a file: Downloads a specific file previously chosen from the list. If the file has two versions available (.pdf and .doc), the pdf version will be downloaded.
  • Upload a file: Uploads a file.
  • Show Dirs: Shows the directory of folders next to the files inside them. For example, if this option is selected and then the Root Folder icon is clicked, all folders located at that level will be displayed:

    After clicking on this button and showing the directories, the button changes its label to Hide Dirs

  • Filter current view: Only searches the files displayed in the current page view. Only the files that match the search are shown in the list.
Managing Files

This section displays the list of files manually uploaded or generated while running cases in ProcessMaker.

Where:

  • Name: Name of the folder/file.
  • Version: Version of the document. This is defined if the output or input document has versioning enabled.
  • Modified: Date when the documents or folders were modified.
  • Owner: Owner of the document or folder. The person who ran a case and uploaded or generated the document, or the person who created the folder.
  • Type: The document type, which can be a PDF, Word Document, External, Power Point File, PNG, JPG, GIF, Input File, Output File.
  • Process: Name of the process where the file was uploaded or generated. Folders are not associated with a process, even if they were created while running a case, so no information will be displayed.
  • Case: Name and number of the case where the file was uploaded or generated.
Deleting Files

It is possible to delete one or more files at a time. To delete a file, right click on it and select the Delete option. To delete more than one file at the same time, select multiple files by using the SHIFT or CTRL keys. Right click on the selected files and select the Delete option.

A confirmation box is displayed before deleting the files. Click on Yes to delete the file, or click on No to close the box without deleting any files.

Note: If during the process the same document was generated in both .pdf and .doc formats, and one of them is deleted from the list, then both formats will be deleted because they have the same ID.

Downloading Files

A document in the list can be downloaded to the computer in the following ways:

  • Right click on the file to be downloaded and select the Download option.
  • In the case of Output Documents, if the file was configured to be generated in both .doc and .pdf formats, the Download button won't be enabled and a different icon will be assigned. Double click on the file to display the available format:

    Click on a format to start the download process.

    Uploading Files

    Up to seven files can be uploaded to the folder by clicking on the Upload option in the top menu.

    If an existing file is being uploaded, check the Overwrite option, otherwise it will be uploaded as a different file.

    Running Cases

    When running a case, there are four options at the top of the menu, as shown in the image below.

    Steps

    Shows all the Dynaforms, output and input documents assigned in the current task, allowing each document to be easily accessed.

    Assigning Tasks

    When all steps in a task have been completed, the case is ready to be routed to the next task. At this point, a window will display the next task's information.

    Where:

    • Next Task: Name of the next task where the case will be routed to.
    • Employee: Name of the user who will be in charge of executing the task.

    If for some reason there is no user assigned to the next task, the following message will be displayed:

    Information

    Shows all the information about the current process:

    Process Map

    By clicking on the Process Map option, a new tab will open next to the current case:

    In this tab, the user can see which task the case is at, as well as the status of the other tasks in the case. Each task in the process map is color-coded according to its status. Next to the process, there is a key with the colors explained:

    Take into consideration that the process map shows the state of one case at a time. Therefore, in the case of start events that work as sub-processes, the process map will show only the state of the tasks belonging to the current case, since when a start event is executed a brand new case is created.

    For example, when executing a process similar to the image below:

    This process creates two cases, each one with their own cycle.
    When executing the process, the first case will be created (case #30). After the task is completed, the End Message Event will finish the current case. TThe process map will show only the state of the tasks executed until then (first pool).

    As soon as the End Message Event ends case #30, a new case (case #31) will be created by the Start Receive Message event. The process map of case #31 will show only the state of tasks inside the second pool.

    Process Information

    By clicking on Process Information, a new window with information about the current process will be displayed:

    Task Information

    By clicking on Task Information, a new window with information about the current task will be displayed.

    Case History

    This option allows the user to view all changes made to the form fields assigned to the tasks of the process that have already been completed or are still in progress. Intermediate events are also displayed as a part of case histories. Take into consideration that to be able to see the case history of a process, the user must have view permissions for Dynaforms.

    Click on the Case History option to open a new tab that lists the tasks routed or still in progress.

    Message History

    The message history shows all the email notifications sent during a case. Remember that is not possible to restrict users from viewing the message history, which means that all users will be able to see the message history no matter if no permissions were set for them. For more information about how to set message history permissions, please visit the Process Permissions page.

    • Preview: Displays all messages sent, not only routing messages and email notifications, but also any case notes added. To be able to preview a message, a view permission must be assigned to the user.

    • Resend: Resends the message. Use this option in case the message hasn't been sent or if the message needs to be sent again. To be able to resend a message, a resend permission must be assigned to the user.

    Dynaforms

    This option shows all the Dynaforms defined in the process. The user must have process permission to see the list of Dynaforms. The list of Dynaforms will appear during the execution of a case (Inbox, Draft) or at the end of it (Participated).

    Preview

    By selecting a Dynaform from the list of Dynaforms and clicking on the Preview button, a preview of the information filled in during the case will be displayed in view mode.

    Note: A problem may occur when users that have the Dynaform permission want to download the uploaded documents in the preview of a Dynaform that has more than one file field in it. When downloading the uploaded documents, they will find that the same document is downloaded, even when the files are different. This includes all the modified and unmodified variables in each step, before and after triggers. At the moment, there is no way to determine where each file belongs, so it will always download the last input document by default. The best way to prevent this from happening is to assign different input documents to each file field in a Dynaform.

    Change Log

    The Change Log section displays the changes of the variable values after each step of each task in the process. This includes all the variables modified and not modified in each step, including before and after triggers.

    To allow users to access the change log in a specific task, create a process permission with the type Dynaform and assign the users using the Group or User field. An example of this permission is shown below:

    Access the change log by going to Home and opening a case. Then, go to the Information submenu and select the Change Log option.

    A new tab will display the content of the variables, including their values and changes through each step, as shown in the image below:

    Note: Users who do not participate in the tasks defined in the permission need the PM_ALLCASES permission to search for the case using the Advanced Search option, and must have access to the Change Log option.

    Uploaded Documents

    This section shows all the documents uploaded by any input document in the process:

    Users can download the document at any time during the process by clicking on the Download button (also by double clicking on the name of the input document):

    Generated Documents

    This section shows all the documents generated by any output document in the process:

    The document can be downloaded in .doc and .pdf formats by clicking on the corresponding icons. The file can also be downloaded by double clicking on the file name.

    Actions

    Shows actions that can be done to the current case after the first task.

    Pause

    A selected case from the list can be paused by clicking on the calendar icon. As the image below shows, a calendar will be displayed where the date when the case will be unpaused must be defined

    Note 1: Unpausing a case will cause the due date for the current task to be recalculated, starting from the time when the case was unpaused.

    Note 2: It is necessary to have the cron configured, since this action depends on cron execution; if not, the only way to unpause a case is by doing it manually.

    Delete

    If a case is still in its first task, it can be deleted and its record will be removed from the database. By default, only the user currently designated to work on the case has the right to delete the case. If other users need to delete the case, then assign them a role with the PM_DELETECASE permission and give them process permission to be able to open the case. They may also need the PM_ALLCASES permission in their role to be able to find the case under Home > Advanced Search.

    Deleting an Open Case

    To delete a case, open the case and select the Delete option from the Actions menu.

    A popup dialog will appear to confirm whether the cases should be deleted or not.

    Click on Yes to delete the case.

    Deleting from a List of Cases

    Cases can also be deleted by going to HOME > Drafts and selecting the case to be deleted. To select more than one case, hold down the CTRL or SHIFT key while clicking on cases in the list. Then right click on the selected cases and choose Delete from the dropdown menu.

    A question box will appear to confirm whether the cases should be deleted or not.

    Click on Yes to delete the cases.

    Cancel

    Once the case has moved onto a subsequent task, it is no longer possible to delete it using the ProcessMaker interface. Instead, the case can only be canceled, meaning that its status will be changed to CANCELED in the database, so it won't be available to be worked on.

    The cancel case action is based on the permission PM_CANCELCASE, which allows a user to cancel cases that have been assigned to them - cases that they have participated in and can search as a process supervisor under Home > Review. This means:

    • If a user has permission to see only the cases that they are assigned to, then they will be able to cancel those cases.
    • If a user has the PM_ALLCASES permission in addition to the PM_CANCELCASE permission, the user will be able to cancel any case through Advanced Search.
    • If a user has the PM_SUPERVISOR permission in addition to PM_CANCELCASE, the user will be able to cancel all the cases that are in the review case list (where the cases of the process where they are supervisor will be displayed).

    To cancel a case, open the case and select the Cancel option from the Action menu as seen in the image below:

    A new window will open where the reason to cancel the case must be filled in.

    A quick message will be shown at the bottom right side of the window indicating that the case has been canceled.

    As it was explained before, once the case is canceled, it will be displayed in the Participated list of the user who canceled the case:

    A case will only be able to be canceled if it fulfills the following requirements:

    • The case has the To Do status. Draft cases cannot be canceled.
    • Cases in the first task cannot be canceled, even if the current user has Process Supervisor permissions. Cases can only be canceled after the second task.
    • Only users who have participated in the case are able to cancel it.
    • A case can't be canceled if more than one parallel thread is being executed (e.g. while using parallel gateways, parallel tasks and/or inclusive gateways).
    • The last user designated to work on the case and any user who has Process Permissions may still open the canceled case in read-only mode by going to Home > Participated (or Home > Advanced Search if the user's role includes the PM_ALLCASES permission). However, the case data and associated files may no longer be changed.

    Reassign

    A selected case from the list can be reassigned, which means that the owner of the case will change. Paused cases cannot be reassigned, therefore this option will be disabled if the case is paused.

    If a user other than the admin needs to reassign a case, then it's necessary to assign them a role with the PM_REASSIGNCASE permission included.

    To reassign a case, open the case and select the Reassign option from the Action menu. A window will display a list of available users; choose the one who will be the owner of the case, complete the Reason to Reassign this Case field and check the box if you want to notify the users about the case reassignment. Finally, click on Reassign:

    A confirmation dialog will be displayed:

    When the case is reassigned, a message will be displayed at the bottom of the screen.

    Take the following into consideration:

    • If the task is configured to send an automatic notification to the next assigned user, reassigning the case will NOT send out that notification. Likewise, it won't execute any triggers associated with task assignment.
    • Reassigning a case will cause the due date of the current task to be recalculated based on the time when the new user was assigned to the case and the new user's calendar.

    Case Notes

    Case Notes are used to add comments and observations about cases, and can be read by anyone who possesses the proper permissions.

    Opening a Case

    A user can open a case from:

    • A case list (Inbox, Draft, Participated, Unassigned, Paused), depending on the case status.

    • The Advanced Search option under the Home tab. The user must have the PM_ALLCASES assigned to their role.
    • The Jump To option in any of the case lists under the Home tab.

    • An open case link, such as:
      https://<IP-ADDRESS>:<PORT>/sysworkflow/en/neoclassic/cases/ cases_Open?APP_UID=171986221586e3e0a873bd8030906157&DEL_INDEX=4
      https://<IP-ADDRESS>:<PORT>/sysworkflow/en/neoclassic/cases/open?APP_UID=171986221586e3e0a873bd8030906157&DEL_INDEX=4

    The following table explains what a regular user can expect when opening a case in different scenarios.

    Scenario # User Profile Access to the case: Result
    1 The user:
    • Does NOT have the PM_SUPERVISOR permission assigned.
    • Is assigned to the task.
    • Has participated in the case.
    Opening the case from the Inbox tray. The Dynaform assigned to the current task is displayed.
    2 Using the Advanced Search option. The Dynaform assigned to the current task is displayed.
    3 Using the Jump To option in any case list. The Dynaform assigned to the current task is displayed.
    4 Using an open case link. The Dynaform assigned to the current task is displayed.
    5 The user:
    • Does NOT have the PM_SUPERVISOR permission.
    • Is NOT assigned to the task.
    • Has participated in the case.
    Opening the case from the Participated case list. The case properties form is displayed.
    6 Using the Advanced Search option. The case properties form is displayed.
    7 Using the Jump To option from any case list. The case properties form is displayed.
    8 Using an open case link. The case properties form is displayed.
    9 The user:
    • Does NOT have the PM_SUPERVISOR permission assigned.
    • Has NOT been assigned as supervisor of the process.
    • Did NOT participate in the case.
    Opening the case from the Review option. An error message will be displayed.
    10 Using the Advanced Search option. The case properties form is displayed
    11 Using the Jump to option. An error message will be displayed.
    12 Using an open case link. An error message will be displayed.
    13 The user:
    • Has the PM_SUPERVISOR permission assigned.
    • Is assigned as supervisor of the process.
    • Did NOT participate in the case.
    Opening the case from the Review option.
    • If the case has an open status, the Dynaform designated as assigned object in the Supervisor window will be displayed.
    • If the case has a complete or draft status, the case properties are displayed.
    14 Using the Advanced Search option. The Dynaform designated as assigned object in the Supervisor window will be displayed.
    15 Using the Jump To option. The Dynaform designated as assigned object in the Supervisor window will be displayed.
    16 Using an open case link. The Dynaform designated as assigned object in the Supervisor window will be displayed.
    17 The user:
    • Has the PM_SUPERVISOR permission assigned.
    • Is assigned as supervisor of the process.
    • Did NOT participate in the case.
    And no Dynaform has been assigned as an assigned object in the Supervisor window.
    Opening the case from the Review option. An error message will be displayed.
    18 Using the Advanced Search option. The case properties will be displayed.
    19 Using the Jump To option An error message will be displayed.
    20 Using an open case link. An error message will be displayed.
    21 The user:
    • Did NOT participate in the case.
    • Is NOT assigned as a supervisor of the process.
    Opening the case from the Advanced Search option. The case properties will be displayed.
    22 Using the Jump to option in any case list. An error message will be displayed.
    23 Using an open case link. An error message will be displayed.
    24 The user:
    • Did NOT participate in the case.
    • Does NOT have the PM_SUPERVISOR assigned.
    • Is NOT assigned as a supervisor of the case.
    • Has a process permission to see the Summary Form.
    Using the Jump To option.
  • If the case is open, the custom summary Dynaform will be displayed in read-only mode.
  • If the case is completed, the case properties will be displayed.
  • 25 Using the open case link.
  • If the case is open, the custom summary Dynaform will be displayed in read-only mode.
  • If the case is completed, the case properties will be displayed.
  • 26
    • The user has participated in the case.
    • The user is assigned to more than one task.
    Using the Jump To option. The inbox tray will be displayed listing all the parallel tasks assigned to the user filtered by the case number. The user must select a task to open.
    27 Using the open case link. The inbox tray will be displayed listing all the parallel tasks assigned to the user filtered by the case number. The user must select a task to open.
    28
    • The user is in the group of self service users.
    Opening the case from the inbox tray The claim form is displayed.
    29 Using the Advanced Search option. The claim form is displayed.
    30 Using the Jump To option. The claim form is displayed.
    31 Using an open case link. The claim form is displayed.
    32 If more than one thread is assigned to the user and both have unassigned status. The list of unassigned threads is displayed.
    33 If more than one thread is assigned to the user and only ONE has unassigned status. The "TO DO" thread is opened.