Please select a Case Type:

Our Case Management System is designed to streamline the progression of cases by moving them through various steps. Here's a user-friendly breakdown of how it works:

All (Normal Steps): These steps are the standard ones where, upon completion, the system typically propels the case to the next sequential step. However, if an "Alternate Next Step" is specified, the case leaps to that designated step instead. This feature allows for flexible navigation where required.

Decision Steps: At these pivotal steps, the user decides the future of the case. Linked to Decision Types, each step requires a critical evaluation to determine if the case should advance. If the user decides against continuation, the system moves the case to a whatever step is marked with the "Case Closure Step" flag. Otherwise, it moves to the “Next Step” defined in the Decision Type. This ensures each case is directed appropriately, either advancing with purpose or concluding with clarity.

Outcome Steps: At these junctures, the case's direction is dictated by outcome-based choices. Linked to Outcome Types, they pose a question to the user (the “Label” column in Outcome Types), whose response (true or false) decides the subsequent step. There's a Positive Next Step for an affirmative outcome and a Negative Next Step for the contrary. This creates complete flexibility when creating branching paths in a case.

In summary, the system functions like a flowchart, guiding each case through steps, decisions, and outcomes. Whether a case follows a simple linear path, has breakpoints in which the case may end early, or has multiple branching paths, your steps will define how the case plays out.

Case Steps

Note: If "Send Email" is toggled and the Responsible Email field is not filled in, emails will be sent to the Primary Contact of the Account(s) linked to the case.

Add New Step

Name	Cluster	Completion Type	Order	Message	Responsible Individuals	Send Email	Default Duration	Finalisation Step	Closure Step	Closed Step	Case Type	Alternate Next Step	ID	Actions

Case Decision Types

Add New Decision Type

Name	Attached Step	Next Step	ID	Attached Step ID	Next StepID	Actions	Case Type ID

Case Outcome Types

Add New Outcome Type

Name	Label	Attached Step	Positive Step	Negative Step	ID	Attached Step ID	Positive StepID	Negative StepID	Actions	Case Type ID
<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LnRhcHNfbmFtZSB9fQ==">Department Mandate</span>	<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LmNyZmVjX3llc25vbGFiZWwgfX0=">Has the Department agreed to provider ER with the Mandate?</span>				588a267c-15c1-ee11-9079-000d3a656beb	c42314eb-88cd-ee11-9079-002248a0c8c7	50ebbfe8-88cd-ee11-9079-002248997c8b	f94a53e4-88cd-ee11-9078-000d3a656a65		Not Deleted	321dfd9d-c145-ee11-be6e-000d3ad8c431
<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LnRhcHNfbmFtZSB9fQ==">Labour Court Referral</span>	<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LmNyZmVjX3llc25vbGFiZWwgfX0=">Has the applicant chosen to accept the Arbitration Award?</span>				fa8337c7-15c1-ee11-9079-000d3a656beb	c85574ef-88cd-ee11-9078-0022489fdd2b	61ba88f5-88cd-ee11-9079-000d3ad8cb88	c9f50fe7-88cd-ee11-9079-000d3ad8c4cb		Not Deleted	321dfd9d-c145-ee11-be6e-000d3ad8c431
<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LnRhcHNfbmFtZSB9fQ==">Letter Approved</span>	<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LmNyZmVjX3llc25vbGFiZWwgfX0=">Has the Department Approved the letter?</span>				b43b1ece-15c1-ee11-9079-000d3a656beb	8c84b0fa-88cd-ee11-9079-000d3ad8c4cb	916730ff-88cd-ee11-9078-0022489ee8ec	f54bcbe9-88cd-ee11-9079-0022489fdb4f		Not Deleted	331dfd9d-c145-ee11-be6e-000d3ad8c431
<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LnRhcHNfbmFtZSB9fQ==">Mandate Revision</span>	<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LmNyZmVjX3llc25vbGFiZWwgfX0=">Does the Mandate need to be revised?</span>				b73b1ece-15c1-ee11-9079-000d3a656beb	50ebbfe8-88cd-ee11-9079-002248997c8b	1be8a8e6-88cd-ee11-9079-000d3ad8c431	c8f50fe7-88cd-ee11-9079-000d3ad8c4cb		Not Deleted	321dfd9d-c145-ee11-be6e-000d3ad8c431
<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LnRhcHNfbmFtZSB9fQ==">Mitigate</span>	<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LmNyZmVjX3llc25vbGFiZWwgfX0=">Has the Accused decided to enter Mitigation?</span>				0f2d14da-15c1-ee11-9079-000d3a656beb	7258a2ee-88cd-ee11-9079-000d3ad8c4cb	092d90e0-88cd-ee11-9078-0022489ee8ec	adec6300-89cd-ee11-9079-000d3ad8c431		Not Deleted	331dfd9d-c145-ee11-be6e-000d3ad8c431
<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LnRhcHNfbmFtZSB9fQ==">PSC Recommendation</span>	<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LmNyZmVjX3llc25vbGFiZWwgfX0=">Does the PSC recommend this case be resolved?</span>				3ec604e6-15c1-ee11-9079-000d3a656beb	1ce8a8e6-88cd-ee11-9079-000d3ad8c431	4016addd-88cd-ee11-9079-0022489f3b18	4016addd-88cd-ee11-9079-0022489f3b18		Not Deleted	22f5789e-c145-ee11-be6e-000d3a656beb
<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LnRhcHNfbmFtZSB9fQ==">Deadlock/Settlement</span>	<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LmNyZmVjX3llc25vbGFiZWwgfX0=">Did the Conciliation Meeting Result in a Settlement?</span>				b549d178-15c1-ee11-9079-000d3ad8c30b	ac8788e3-88cd-ee11-9079-0022489fdb4f	bf4c7bea-88cd-ee11-9078-000d3a656a65	06c4d5ef-88cd-ee11-9079-0022489f3b18		Not Deleted	321dfd9d-c145-ee11-be6e-000d3ad8c431
<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LnRhcHNfbmFtZSB9fQ==">Progressive Discipline/Charge</span>	<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LmNyZmVjX3llc25vbGFiZWwgfX0=">Has the Department decided to utilise Progressive Discipline?</span>				1a678ae2-15c1-ee11-9079-000d3ad8c30b	71ca63e7-88cd-ee11-9078-0022489ee8ec	f54bcbe9-88cd-ee11-9079-0022489fdb4f	cef50fe7-88cd-ee11-9079-000d3ad8c4cb		Not Deleted	331dfd9d-c145-ee11-be6e-000d3ad8c431
<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LnRhcHNfbmFtZSB9fQ==">Guilty/Not Guilty</span>	<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LmNyZmVjX3llc25vbGFiZWwgfX0=">Has the Transgressor been found Guilty?</span>				cf882cb9-15c1-ee11-9079-000d3ad8c4cb	092d90e0-88cd-ee11-9078-0022489ee8ec	a5890cd9-88cd-ee11-9078-000d3a656a65	768e53e4-88cd-ee11-9079-002248a0c8c7		Not Deleted	331dfd9d-c145-ee11-be6e-000d3ad8c431
<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LnRhcHNfbmFtZSB9fQ==">Guilty/Not Guilty</span>	<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LmNyZmVjX3llc25vbGFiZWwgfX0=">Has the Transgressor been found Guilty?</span>				3cc329bf-15c1-ee11-9079-000d3ad8c4cb	d8753404-89cd-ee11-9079-000d3ad8cb88	768e53e4-88cd-ee11-9079-002248a0c8c7	768e53e4-88cd-ee11-9079-002248a0c8c7		Not Deleted	331dfd9d-c145-ee11-be6e-000d3ad8c431
<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LnRhcHNfbmFtZSB9fQ==">Resolved/Unresolved</span>	<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LmNyZmVjX3llc25vbGFiZWwgfX0=">Is this case Resolved?</span>				da70e5ea-15c1-ee11-9079-000d3ad8c4cb	3e16addd-88cd-ee11-9079-0022489f3b18	076caaf9-88cd-ee11-9079-000d3ad8c431	ca0ce8f2-88cd-ee11-9078-002248a2e1d0		Not Deleted	22f5789e-c145-ee11-be6e-000d3a656beb
<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LnRhcHNfbmFtZSB9fQ==">Aggrevate</span>	<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LmNyZmVjX3llc25vbGFiZWwgfX0=">Has the Department decided to enter Aggravation?</span>				52fce866-15c1-ee11-9079-002248a0c8c7	4116addd-88cd-ee11-9079-0022489f3b18	092d90e0-88cd-ee11-9078-0022489ee8ec	7258a2ee-88cd-ee11-9079-000d3ad8c4cb		Not Deleted	331dfd9d-c145-ee11-be6e-000d3ad8c431
<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LnRhcHNfbmFtZSB9fQ==">Director Approval of EA Letter</span>	<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LmNyZmVjX3llc25vbGFiZWwgfX0=">Does the Director Approve the letter to the EA with the PSC Forms?</span>				6bc1c88b-15c1-ee11-9079-002248a0c8c7	3ff590f0-88cd-ee11-9079-000d3ad8c431	3f16addd-88cd-ee11-9079-0022489f3b18	489eebd9-88cd-ee11-9079-000d3ad8c4cb		Not Deleted	22f5789e-c145-ee11-be6e-000d3a656beb
<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LnRhcHNfbmFtZSB9fQ==">Director Approval of EA Submission</span>	<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LmNyZmVjX3llc25vbGFiZWwgfX0=">Does the Director Approve the EA Submission?</span>				a909fead-15c1-ee11-9079-002248a0c8c7	c33c89f5-88cd-ee11-9078-0022489fdd2b	4465d3df-88cd-ee11-9078-002248a2e1d0	b38788e3-88cd-ee11-9079-0022489fdb4f		Not Deleted	22f5789e-c145-ee11-be6e-000d3a656beb
<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LnRhcHNfbmFtZSB9fQ==">Director Approval of Final EA Submission</span>	<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LmNyZmVjX3llc25vbGFiZWwgfX0=">Does the Director Approve the final EA Submission?</span>				b609fead-15c1-ee11-9079-002248a0c8c7	f4f07cdc-88cd-ee11-9078-0022489fdd2b	114404ed-88cd-ee11-9079-000d3ad8c342	4016addd-88cd-ee11-9079-0022489f3b18		Not Deleted	22f5789e-c145-ee11-be6e-000d3a656beb
<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LnRhcHNfbmFtZSB9fQ==">Substantiated/Unsubstantiated</span>	<span data-editorblocktype="Liquid" data-liquidexpressionvalue="e3sgcmVzdWx0LmNyZmVjX3llc25vbGFiZWwgfX0=">Is this case Substantiated?</span>				d99e48ec-15c1-ee11-9079-002248a0c8c7	a7890cd9-88cd-ee11-9078-000d3a656a65	ca0ce8f2-88cd-ee11-9078-002248a2e1d0	c886fbf0-88cd-ee11-9078-000d3a656a65		Not Deleted	22f5789e-c145-ee11-be6e-000d3a656beb