Navigating the Case Managers

Once case managers have been defined, they are available in the administration tree, provided the user has authority to access them.

Case Managers folder

Below each case manager database are the queues for that case manager and the number of tasks pending on that queue.

Case Manager: Cases

To navigate the system, either click on the case manager itself to get the search functions, auto-pick and case creation options, or click directly on the queues to see the pending tasks.

Task Search cases

Clicking on the link to the case number will display the case. We will discuss this a little later in this section.