opentext Core Case Management Software User Guide
- June 4, 2024
- opentext
Table of Contents
opentext Core Case Management Software
Welcome to OpenText Core Case Managment, a SaaS case management application that lets users create and automate workflows and tasks and adjust them in real time.
This quick start guide overviews immediate actions required for a tenant admin to access and get started with the Core Case Management application including:
- Import case templates
- Create a case application from a template
- Create an instance
- Work on a case
Import Case Templates
- Download the Core Case Management process templates from OpenText MySupport and save to a local drive.
- Navigate to Case application templates.
- Select Import template to import six process templates for HR, IT and Procurement use cases.
Create a Case
Application from a Template
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Select desired template (i.e. Purchase Requisition).
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Provide a template name and select Create.
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Under Settings, define general properties for the case.
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Add Users to each of the Functional Roles defined (i.e. Purchasing Associate, Purchasing Manager, Purchasing Approver). You can also delete the functional roles that are not required.
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Publish the case application.
Create a Case Instance
- Click on the ‘+’ icon to see the list of available case applications.
- Select the desired case application (i.e. Purchase Requisition) and fill in the required details and select Create.
Work on a Case
- Select Assign to assign the task to a user.
- Update Case properties and complete the Task. Repeat these steps for additional tasks as needed.
- Resolve the case by selecting the appropriate status (i.e. Approved), add notes and select Resolve.
Tip: Learn how to create a new case application in the Create a Case Application Quick Start Guide.
Need more help? Watch the Core Case Management how-to videos or visit the Community Forum.