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.